Bullock Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bullock Wealth Management’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	-44	Closed	-$1.46K	–	635
2025 Q2	$1.46K	Hold	44	–	–	﹤0.01%	527
2025 Q1	$1.36K	Hold	44	–	–	﹤0.01%	516
2024 Q4	$1.28K	Hold	44	–	–	﹤0.01%	537
2024 Q3	$1.43K	Hold	44	–	–	﹤0.01%	509
2024 Q2	$1.3K	Hold	44	–	–	﹤0.01%	499
2024 Q1	$1.22K	Buy	+44	New	+$1.19K	﹤0.01%	511

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 22.9% 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

Bullock Wealth Management's FNDE Position: Q3 2025 in Review

Bullock Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 44 shares — an estimated $1.46K sold.

Bullock Wealth Management first reported a position in FNDE in Q1 2024 and held it in 6 quarters. The position peaked at $1.46K in Q2 2025. 391 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

Bullock Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
Bullock Wealth Management sold 44 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $1.46K.
Bullock Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2024 and held it in 6 quarters.
Bullock Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.46K 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 Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.