APP
FNDE icon

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

Avantax Planning 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
2025
Q3 		– Sell
-6,840
Closed -$226K – 444
2025
Q2 		$226K Buy
6,840
+158
+2% +$4.91K 0.01% 410
2025
Q1 		$206K Buy
+6,682
New +$202K 0.01% 410
2024
Q4 		– Sell
-6,573
Closed -$212K – 440
2024
Q3 		$212K Buy
+6,573
New +$196K 0.01% 413
2018
Q4 		– Sell
-588
Closed -$17K – 601
2018
Q3 		$17K Buy
+588
New +$16.5K ﹤0.01% 740
2018
Q2 		– Sell
-88
Closed -$3K – 661
2018
Q1 		$3K Buy
+88
New +$2.76K ﹤0.01% 1510

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return