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USA Financial Formulas’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-12
Closed – – 200
2018
Q4 		$0 Buy
+12
New +$325 ﹤0.01% 358

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

USA Financial Formulas's FNDE Position: Q1 2019 in Review

USA Financial Formulas sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2019, closing a stake of 12 shares.

USA Financial Formulas first reported a position in FNDE in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 146 funds tracked by Wall St. Rank hold FNDE as of Q1 2019.

  • USA Financial Formulas reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 12 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2019.
  • USA Financial Formulas first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $0 in Q4 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.