Wealthcare Advisory Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-1,040	Closed	-$32K	–	998
2021 Q1	$32K	Buy	+1,040	New	+$31.2K	﹤0.01%	1030
2020 Q2	–	Sell	-19,331	Closed	-$397K	–	687
2020 Q1	$397K	Sell	19,331 -1,861	-9%	-$48.8K	0.06%	183
2019 Q4	$632K	Buy	21,192 +1,697	+9%	+$48.8K	0.08%	144
2019 Q3	$534K	Buy	19,495 +2,522	+15%	+$69.9K	0.08%	142
2019 Q2	$488K	Buy	16,973 +10,926	+181%	+$306K	0.08%	147
2019 Q1	$168K	Buy	6,047 +6,036	+54,873%	+$168K	0.03%	263
2018 Q4	$0	Buy	+11	New	+$298	﹤0.01%	1223
2018 Q1	–	Sell	-270	Closed	-$8K	–	1135
2017 Q4	$8K	Hold	270	–	–	﹤0.01%	713
2017 Q3	$8K	Buy	+270	New	+$7.62K	﹤0.01%	583

Other funds holding FNDE

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

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

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return