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

TCI Wealth 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
2023 Q1	–	Sell	-29	Closed	-$719	–	2560
2022 Q4	$719	Sell	29 -145	-83%	-$3.56K	﹤0.01%	2168
2022 Q3	$4K	Sell	174 -24	-12%	-$612	﹤0.01%	1602
2022 Q2	$5K	Buy	198 +24	+14%	+$657	﹤0.01%	1477
2022 Q1	$5K	Hold	174	–	–	﹤0.01%	1536
2021 Q4	$5K	Hold	174	–	–	﹤0.01%	1650
2021 Q3	$6K	Hold	174	–	–	﹤0.01%	1453
2021 Q2	$6K	Hold	174	–	–	﹤0.01%	1308
2021 Q1	$5K	Buy	+174	New	+$5.23K	﹤0.01%	1247
2020 Q3	–	Sell	-98	Closed	-$2K	–	1570
2020 Q2	$2K	Hold	98	–	–	﹤0.01%	1053
2020 Q1	$2K	Hold	98	–	–	﹤0.01%	1010
2019 Q4	$3K	Hold	98	–	–	﹤0.01%	1016
2019 Q3	$3K	Hold	98	–	–	﹤0.01%	949
2019 Q2	$3K	Hold	98	–	–	﹤0.01%	887
2019 Q1	$3K	Sell	98 -521	-84%	-$14.5K	﹤0.01%	908
2018 Q4	$16K	Buy	+619	New	+$16.8K	0.01%	520
2013 Q4	–	Sell	-140	Closed	-$3K	–	868
2013 Q3	$3K	Buy	+140	New	+$3.61K	﹤0.01%	569

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

MIS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TCI Wealth Advisors's FNDE Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2023, closing a stake of 29 shares — an estimated $719 sold.

TCI Wealth Advisors first reported a position in FNDE in Q3 2013 and held it in 16 quarters. The position peaked at $16K in Q4 2018. 279 funds tracked by Wall St. Rank hold FNDE as of Q1 2023.

TCI Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 29 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2023, an estimated $719.
TCI Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2013 and held it in 16 quarters.
TCI Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $16K in Q4 2018.
279 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.