Number of Shares
261,074.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
5.29%
Total Estimate Gain
$2.18 Mil
% of Total Estimate Gain
32.77%

Sebold Capital Management, Inc.'s Schwab Fundamental Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Sebold Capital Management, Inc. held 261,074.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $8.04 Mil. This investment constitutes 5.29% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.12% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.

The initial trade took place in 2022Q4. And since then Sebold Capital Management, Inc. has made 7 purchases of FNDE, at an average price of $25.32, for a total of 262,620.00 shares. In addition, there have been 1 sales at an average price of $29.04 for 1,546.00 shares. Based on historical transaction data and FNDE's current price of $33.64, Sebold Capital Management, Inc.'s estimated gain on his FNDE holdings is $2.18 Mil, reflecting a 32.77% gain to date.

Sebold Capital Management, Inc. FNDE ($33.64) Holding Chart

Sebold Capital Management, Inc. FNDE ($33.64) 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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