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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return