Avantax Advisory Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Avantax Advisory Services’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
2025 Q2	$293K	Buy	8,883 +191	+2%	+$5.93K	﹤0.01%	1920
2025 Q1	$268K	Sell	8,692 -2,159	-20%	-$65.2K	﹤0.01%	1918
2024 Q4	$315K	Buy	10,851 +23	+0.2%	+$717	﹤0.01%	1751
2024 Q3	$349K	Buy	10,828 +3,494	+48%	+$104K	﹤0.01%	1649
2024 Q2	$217K	Buy	+7,334	New	+$213K	﹤0.01%	1905
2023 Q4	–	Sell	-55,467	Closed	-$1.45M	–	1610
2023 Q3	$1.45M	Buy	55,467 +8,407	+18%	+$226K	0.02%	560
2023 Q2	$1.26M	Sell	47,060 -503	-1%	-$13.3K	0.01%	604
2023 Q1	$1.24M	Buy	47,563 +2,618	+6%	+$68.2K	0.02%	589
2022 Q4	$1.11M	Buy	44,945 +13,127	+41%	+$322K	0.01%	604
2022 Q3	$746K	Buy	31,818 +13,946	+78%	+$356K	0.01%	644
2022 Q2	$463K	Buy	+17,872	New	+$489K	0.01%	818
2020 Q4	–	Sell	-38,295	Closed	-$908K	–	1075
2020 Q3	$908K	Buy	+38,295	New	+$943K	0.01%	561

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.92B AUM 23.85% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

Avantax Advisory Services's FNDE Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.2% in Q2 2025, buying an estimated $5.93K and bringing the position to 8,883 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Avantax Advisory Services first reported a position in FNDE in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.45M in Q3 2023. 379 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

Avantax Advisory Services held 8,883 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $293K as of Q2 2025.
Avantax Advisory Services bought 191 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $5.93K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1920 holding.
Avantax Advisory Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2020 and has held it in 12 quarters since.
Avantax Advisory Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.45M in Q3 2023.
379 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.