Sterling Financial Planning’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-133	Closed	-$4K	–	209
2021 Q3	$4K	Hold	133	–	–	﹤0.01%	377
2021 Q2	$4K	Sell	133 -27	-17%	-$860	﹤0.01%	357
2021 Q1	$5K	Hold	160	–	–	﹤0.01%	317
2020 Q4	$5K	Buy	+160	New	+$4.17K	﹤0.01%	300

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sterling Financial Planning's FNDE Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2021, closing a stake of 133 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in FNDE in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 257 funds tracked by Wall St. Rank hold FNDE as of Q4 2021.

Sterling Financial Planning reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 133 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2021, an estimated $4K.
Sterling Financial Planning first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $5K in Q1 2021.
257 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.