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	–	660
2018 Q1	$3K	Buy	+88	New	+$2.76K	﹤0.01%	1510

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avantax Planning Partners's FNDE Position: Q3 2025 in Review

Avantax Planning Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 6,840 shares — an estimated $226K sold.

Avantax Planning Partners first reported a position in FNDE in Q1 2018 and held it in 5 quarters. The position peaked at $226K in Q2 2025. 391 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

Avantax Planning Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 6,840 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $226K.
Avantax Planning Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2018 and held it in 5 quarters.
Avantax Planning Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $226K in Q2 2025.
391 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.