Solitude Financial Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Solitude Financial 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
2024 Q1	–	Sell	-23,432	Closed	-$636K	–	40
2023 Q4	$636K	Buy	23,432 +303	+1%	+$7.95K	0.35%	37
2023 Q3	$606K	Buy	23,129 +570	+3%	+$15.3K	0.34%	37
2023 Q2	$604K	Buy	22,559 +748	+3%	+$19.8K	0.34%	36
2023 Q1	$568K	Buy	21,811 +4,344	+25%	+$113K	0.36%	36
2022 Q4	$433K	Sell	17,467 -173	-1%	-$4.24K	0.3%	38
2022 Q3	$413K	Buy	17,640 +3,458	+24%	+$88.2K	0.3%	37
2022 Q2	$368K	Sell	14,182 -14,165	-50%	-$388K	0.26%	39
2022 Q1	$821K	Buy	28,347 +14,346	+102%	+$438K	0.51%	30
2021 Q4	$434K	Buy	+14,001	New	+$448K	0.29%	34

Other funds holding FNDE

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

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Victory Capital Management

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

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

1832 Asset Management

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 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