SPC Financial Inc’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

SPC Financial Inc’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 Q1	–	Sell	-67,880	Closed	-$2.03M	–	137
2019 Q4	$2.03M	Buy	67,880 +8,245	+14%	+$237K	0.37%	49
2019 Q3	$1.63M	Buy	59,635 +20,011	+51%	+$554K	0.35%	50
2019 Q2	$1.14M	Buy	39,624 +8,481	+27%	+$237K	0.23%	61
2019 Q1	$864K	Buy	31,143 +4,170	+15%	+$116K	0.19%	67
2018 Q4	$697K	Buy	+26,973	New	+$731K	0.19%	67
2018 Q2	–	Sell	-18,666	Closed	-$582K	–	130
2018 Q1	$582K	Buy	18,666 +7,564	+68%	+$237K	0.13%	77
2017 Q4	$329K	Buy	11,102 +3,073	+38%	+$90.1K	0.08%	95
2017 Q3	$230K	Buy	+8,029	New	+$227K	0.06%	112

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lee Financial Dallas, Texas $783M AUM 23.98% 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

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

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

SPC Financial Inc's FNDE Position: Q1 2020 in Review

SPC Financial Inc sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2020, closing a stake of 67,880 shares — an estimated $2.03M sold.

SPC Financial Inc first reported a position in FNDE in Q3 2017 and held it in 8 quarters. The position peaked at $2.03M in Q4 2019. 169 funds tracked by Wall St. Rank hold FNDE as of Q1 2020.

SPC Financial Inc reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
SPC Financial Inc sold 67,880 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2020, an estimated $2.03M.
SPC Financial Inc first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2017 and held it in 8 quarters.
SPC Financial Inc's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.03M in Q4 2019.
169 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2020.

Based on SPC Financial Inc's 13F filing for Q1 2020, filed 16 Apr 2020.