Number of Shares
560,423.00
Current Holdings Value*
$17.26 Mil
% of Portfolio
1.2%
Total Estimate Gain
$3.17 Mil
% of Total Estimate Gain
17.92%

Resonant Capital Advisors, LLC's Schwab Fundamental Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Resonant Capital Advisors, LLC held 560,423.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $17.26 Mil. This investment constitutes 1.2% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.26% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.

The initial trade took place in 2020Q4. And since then Resonant Capital Advisors, LLC has made 16 purchases of FNDE, at an average price of $27.78, for a total of 636,679.00 shares. In addition, there have been 2 sales at an average price of $24.37 for 76,256.00 shares. Based on historical transaction data and FNDE's current price of $33.90, Resonant Capital Advisors, LLC's estimated gain on his FNDE holdings is $3.17 Mil, reflecting a 17.92% gain to date.

Resonant Capital Advisors, LLC FNDE ($33.90) Holding Chart

Resonant Capital Advisors, LLC FNDE ($33.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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