Shine Investment Advisory Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$808K	Buy	34,059 +7,967	+31%	+$196K	0.27%	48
2020 Q2	$611K	Sell	26,092 -18,975	-42%	-$425K	0.22%	56
2020 Q1	$927K	Sell	45,067 -26,087	-37%	-$684K	0.43%	37
2019 Q4	$2.12M	Sell	71,154 -3,304	-4%	-$95.1K	0.85%	26
2019 Q3	$2.04M	Sell	74,458 -1,151	-2%	-$31.9K	0.97%	21
2019 Q2	$2.17M	Buy	75,609 +13,493	+22%	+$378K	1.01%	18
2019 Q1	$1.72M	Buy	62,116 +9,124	+17%	+$253K	0.8%	22
2018 Q4	$1.37M	Buy	52,992 +44,730	+541%	+$1.21M	0.68%	26
2018 Q3	$238K	Buy	8,262 +3,725	+82%	+$105K	0.13%	94
2018 Q2	$126K	Buy	+4,537	New	+$135K	0.06%	143

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shine Investment Advisory Services's FNDE Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 31% in Q3 2020, buying an estimated $196K and bringing the position to 34,059 shares worth $808K. The position accounts for 0.27% of the portfolio, ranked #48.

Shine Investment Advisory Services first reported a position in FNDE in Q2 2018 and has held it in 10 quarters since. The position peaked at $2.17M in Q2 2019. 168 funds tracked by Wall St. Rank hold FNDE as of Q3 2020.

Shine Investment Advisory Services held 34,059 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $808K as of Q3 2020.
Shine Investment Advisory Services bought 7,967 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2020, an estimated $196K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.27% of Shine Investment Advisory Services's portfolio in Q3 2020, its #48 holding.
Shine Investment Advisory Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and has held it in 10 quarters since.
Shine Investment Advisory Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.17M in Q2 2019.
168 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.