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

Cassady Schiller 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
2024 Q4	$261	Buy	+9	New	+$280	﹤0.01%	1058
2024 Q2	–	Sell	-858	Closed	-$23.8K	–	474
2024 Q1	$23.8K	Buy	+858	New	+$23.2K	0.01%	273

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $2.6B AUM 18.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 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

Cassady Schiller Wealth Management's FNDE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2024: 9 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FNDE as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in FNDE in Q1 2024 and has held it in 2 quarters since. The position peaked at $23.8K in Q1 2024. 353 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

Cassady Schiller Wealth Management held 9 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $261 as of Q4 2024.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1058 holding.
Cassady Schiller Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2024 and has held it in 2 quarters since.
Cassady Schiller Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $23.8K in Q1 2024.
353 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.