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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthcare Advisory Partners's FNDE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2021, closing a stake of 1,040 shares — an estimated $32K sold.

Wealthcare Advisory Partners first reported a position in FNDE in Q3 2017 and held it in 9 quarters. The position peaked at $632K in Q4 2019. 225 funds tracked by Wall St. Rank hold FNDE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,040 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2021, an estimated $32K.
Wealthcare Advisory Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $632K in Q4 2019.
225 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.