Tradition Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Tradition Wealth Management’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	-388	Closed	-$11K	–	667
2023 Q4	$11K	Hold	388	–	–	﹤0.01%	976
2023 Q3	$10K	Buy	388 +22	+6%	+$591	﹤0.01%	1008
2023 Q2	$10K	Hold	366	–	–	﹤0.01%	1036
2023 Q1	$10K	Hold	366	–	–	﹤0.01%	998
2022 Q4	$9K	Buy	+366	New	+$8.97K	﹤0.01%	930
2022 Q1	–	Sell	-405	Closed	-$13K	–	1168
2021 Q4	$13K	Buy	+405	New	+$12.9K	﹤0.01%	841

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 $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 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's FNDE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 388 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in FNDE in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Tradition Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 388 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $11K.
Tradition Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and held it in 6 quarters.
Tradition Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $13K in Q4 2021.
308 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.