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

Transform Wealth’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 Q3	–	Sell	-8,229	Closed	-$220K	–	250
2023 Q2	$220K	Sell	8,229 -570	-6%	-$15.1K	0.02%	242
2023 Q1	$229K	Buy	+8,799	New	+$229K	0.02%	232

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Transform Wealth's FNDE Position: Q3 2023 in Review

Transform Wealth sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 8,229 shares — an estimated $220K sold.

Transform Wealth first reported a position in FNDE in Q1 2023 and held it in 2 quarters. The position peaked at $229K in Q1 2023. 268 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

Transform Wealth reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
Transform Wealth sold 8,229 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $220K.
Transform Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and held it in 2 quarters.
Transform Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $229K in Q1 2023.
268 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.