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Spectrum Management Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Spectrum Management Group’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
Q4 		– Sell
-530
Closed -$13K – 237
2020
Q3 		$13K Hold
530
– – ﹤0.01% 190
2020
Q2 		$12K Hold
530
– – ﹤0.01% 193
2020
Q1 		$11K Hold
530
– – ﹤0.01% 180
2019
Q4 		$16K Buy
+530
New +$15.3K 0.01% 193

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Management Group's FNDE Position: Q4 2020 in Review

Spectrum Management Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2020, closing a stake of 530 shares — an estimated $13K sold.

Spectrum Management Group first reported a position in FNDE in Q4 2019 and held it in 4 quarters. The position peaked at $16K in Q4 2019. 187 funds tracked by Wall St. Rank hold FNDE as of Q4 2020.

  • Spectrum Management Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Spectrum Management Group sold 530 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2020, an estimated $13K.
  • Spectrum Management Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and held it in 4 quarters.
  • Spectrum Management Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $16K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.