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Sheets Smith Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sheets Smith Wealth Management’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,100
Closed -$28.8K – 388
2023
Q3 		$28.8K Buy
+1,100
New +$29.6K ﹤0.01% 416

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Sheets Smith Wealth Management's FNDE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2023, closing a stake of 1,100 shares — an estimated $28.8K sold.

Sheets Smith Wealth Management first reported a position in FNDE in Q3 2023 and held it in 1 quarter. The position peaked at $28.8K in Q3 2023. 307 funds tracked by Wall St. Rank hold FNDE as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,100 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2023, an estimated $28.8K.
  • Sheets Smith Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $28.8K in Q3 2023.
  • 307 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.