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BOK Financial Private Wealth’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

BOK Financial Private Wealth’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
Q4 		– Sell
-747
Closed -$27K – 463
2025
Q3 		$27K Hold
747
– – ﹤0.01% 290
2025
Q2 		$24.7K Hold
747
– – ﹤0.01% 301
2025
Q1 		$23K Hold
747
– – ﹤0.01% 328
2024
Q4 		$21.7K Hold
747
– – ﹤0.01% 320
2024
Q3 		$24.1K Hold
747
– – ﹤0.01% 324
2024
Q2 		$22.3K Sell
747
-235
-24% -$6.82K ﹤0.01% 329
2024
Q1 		$27.3K Buy
+982
New +$26.5K ﹤0.01% 306
2023
Q2 		– Sell
-80
Closed -$2.08K – 399
2023
Q1 		$2.08K Buy
+80
New +$2.08K ﹤0.01% 420

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return