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

Wealth Quarterback’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 		$35K Buy
+1,122
New +$35.7K 0.02% 291
2020
Q1 		– Sell
-13
Closed -$399 – 1035
2019
Q4 		$399 Buy
+13
New +$374 ﹤0.01% 922

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 $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $109B AUM 35.56% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Quarterback's FNDE Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2021: 1,122 shares worth $35K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in FNDE as recently as Q4 2019.

Wealth Quarterback first reported a position in FNDE in Q4 2019 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

  • Wealth Quarterback held 1,122 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $35K as of Q3 2021.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new Wealth Quarterback position in Q3 2021.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #291 holding.
  • Wealth Quarterback first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 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 Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.