WAS
FNDE icon

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

Wealth Advisory Solutions’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
2021
Q3 		$312K Hold
9,674
– – 0.07% 129
2021
Q2 		$312K Buy
+9,674
New +$308K 0.07% 131

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Advisory Solutions's FNDE Position: Q3 2021 in Review

Wealth Advisory Solutions held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2021 at 9,674 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #129.

Wealth Advisory Solutions first reported a position in FNDE in Q2 2021 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

  • Wealth Advisory Solutions held 9,674 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $312K as of Q3 2021.
  • Wealth Advisory Solutions left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2021.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.07% of Wealth Advisory Solutions's portfolio in Q3 2021, its #129 holding.
  • Wealth Advisory Solutions first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2021 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.