Whittier Trust’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Whittier Trust’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
2024 Q4	–	Sell	-877	Closed	-$28.3K	–	1573
2024 Q3	$28.3K	Buy	+877	New	+$26.2K	﹤0.01%	1024
2020 Q3	–	Sell	-24	Closed	-$1K	–	1448
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	1327
2020 Q1	$0	Hold	24	–	–	﹤0.01%	1505
2019 Q4	$1K	Sell	24 -44	-65%	-$1.27K	﹤0.01%	1417
2019 Q3	$2K	Buy	+68	New	+$1.88K	﹤0.01%	1368
2019 Q2	–	Sell	-57	Closed	-$2K	–	1401
2019 Q1	$2K	Buy	+57	New	+$1.58K	﹤0.01%	1209

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWL

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

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

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

Whittier Trust's FNDE Position: Q4 2024 in Review

Whittier Trust sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2024, closing a stake of 877 shares — an estimated $28.3K sold.

Whittier Trust first reported a position in FNDE in Q1 2019 and held it in 6 quarters. The position peaked at $28.3K in Q3 2024. 353 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

Whittier Trust reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 877 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2024, an estimated $28.3K.
Whittier Trust first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and held it in 6 quarters.
Whittier Trust's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $28.3K in Q3 2024.
353 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.