WA
FNDE icon

Wambolt & Associates’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-12,989
Closed -$340K – 254
2023
Q1 		$340K Buy
+12,989
New +$338K 0.12% 200

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 $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wambolt & Associates's FNDE Position: Q2 2023 in Review

Wambolt & Associates sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2023, closing a stake of 12,989 shares — an estimated $340K sold.

Wambolt & Associates first reported a position in FNDE in Q1 2023 and held it in 1 quarter. The position peaked at $340K in Q1 2023. 287 funds tracked by Wall St. Rank hold FNDE as of Q2 2023.

  • Wambolt & Associates reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 12,989 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2023, an estimated $340K.
  • Wambolt & Associates first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $340K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.