Ulland Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Ulland Investment 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
2024 Q1	–	Sell	-78	Closed	-$2K	–	233
2023 Q4	$2K	Buy	+78	New	+$2.05K	﹤0.01%	187
2023 Q1	–	Sell	-6	Closed	–	–	206
2022 Q4	$0	Buy	6 +1	+20%	+$25	﹤0.01%	216
2022 Q3	$0	Hold	5	–	–	﹤0.01%	228
2022 Q2	$0	Hold	5	–	–	﹤0.01%	254
2022 Q1	$0	Hold	5	–	–	﹤0.01%	262
2021 Q4	$0	Buy	+5	New	+$160	﹤0.01%	216

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

Ulland Investment Advisors's FNDE Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2024, closing a stake of 78 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in FNDE in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2023. 308 funds tracked by Wall St. Rank hold FNDE as of Q1 2024.

Ulland Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Ulland Investment Advisors sold 78 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2024, an estimated $2K.
Ulland Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and held it in 6 quarters.
Ulland Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2K 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 Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.