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 $654B AUM 26.35% 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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return