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

WealthPLAN 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
2023
Q3 		– Sell
-3,707
Closed -$99.2K – 588
2023
Q2 		$99.2K Buy
3,707
+239
+7% +$6.34K 0.01% 403
2023
Q1 		$90.3K Buy
+3,468
New +$90.3K 0.01% 444

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WealthPLAN Partners's FNDE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2023, closing a stake of 3,707 shares — an estimated $99.2K sold.

WealthPLAN Partners first reported a position in FNDE in Q1 2023 and held it in 2 quarters. The position peaked at $99.2K in Q2 2023. 268 funds tracked by Wall St. Rank hold FNDE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,707 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2023, an estimated $99.2K.
  • WealthPLAN Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $99.2K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.