Center for Financial Planning’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-68	Closed	-$2.1K	–	675
2025 Q1	$2.1K	Buy	+68	New	+$2.06K	﹤0.01%	578
2023 Q3	–	Sell	-12	Closed	-$322	–	536
2023 Q2	$322	Hold	12	–	–	﹤0.01%	547
2023 Q1	$313	Hold	12	–	–	﹤0.01%	512
2022 Q4	$297	Hold	12	–	–	﹤0.01%	520
2022 Q3	$0	Hold	12	–	–	﹤0.01%	654
2022 Q2	$0	Hold	12	–	–	﹤0.01%	544
2022 Q1	$0	Buy	+12	New	+$366	﹤0.01%	552

Other funds holding FNDE

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return