TF
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Tompkins Financial’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-306
Closed -$8.3K – 661
2023
Q4 		$8.3K Buy
+306
New +$8.03K ﹤0.01% 506

Other funds holding FNDE

CSIA
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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Tompkins Financial's FNDE Position: Q1 2024 in Review

Tompkins Financial sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 306 shares — an estimated $8.3K sold.

Tompkins Financial first reported a position in FNDE in Q4 2023 and held it in 1 quarter. The position peaked at $8.3K in Q4 2023. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

  • Tompkins Financial reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 306 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $8.3K.
  • Tompkins Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Tompkins Financial's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $8.3K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.