SOA Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

SOA Wealth Advisors’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
2024 Q2	–	Sell	-123	Closed	-$3.41K	–	878
2024 Q1	$3.41K	Hold	123	–	–	﹤0.01%	653
2023 Q4	$3.34K	Hold	123	–	–	﹤0.01%	642
2023 Q3	$3.23K	Hold	123	–	–	﹤0.01%	665
2023 Q2	$3.29K	Hold	123	–	–	﹤0.01%	668
2023 Q1	$3.2K	Hold	123	–	–	﹤0.01%	675
2022 Q4	$3.05K	Hold	123	–	–	﹤0.01%	683
2022 Q3	$2K	Hold	123	–	–	﹤0.01%	704
2022 Q2	$3K	Hold	123	–	–	﹤0.01%	639
2022 Q1	$3K	Buy	+123	New	+$3.75K	﹤0.01%	747

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

SOA Wealth Advisors's FNDE Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2024, closing a stake of 123 shares — an estimated $3.41K sold.

SOA Wealth Advisors first reported a position in FNDE in Q1 2022 and held it in 9 quarters. The position peaked at $3.41K in Q1 2024. 318 funds tracked by Wall St. Rank hold FNDE as of Q2 2024.

SOA Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 123 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2024, an estimated $3.41K.
SOA Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2022 and held it in 9 quarters.
SOA Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.41K in Q1 2024.
318 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.