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

SpiderRock 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
Q3 		$410K Sell
12,706
-621
-5% -$18.6K 0.01% 666
2024
Q2 		$394K Sell
13,327
-183
-1% -$5.31K 0.01% 617
2024
Q1 		$372K Buy
+13,510
New +$365K 0.01% 590

Other funds holding FNDE

Charles Schwab
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
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SpiderRock Advisors's FNDE Position: Q3 2024 in Review

SpiderRock Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 4.7% in Q3 2024, selling an estimated $18.6K and leaving 12,706 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #666.

SpiderRock Advisors first reported a position in FNDE in Q1 2024 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold FNDE as of Q3 2024.

  • SpiderRock Advisors held 12,706 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $410K as of Q3 2024.
  • SpiderRock Advisors sold 621 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2024, an estimated $18.6K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #666 holding.
  • SpiderRock Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2024 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.