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 $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

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

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

BWL

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

Center for Financial Planning's FNDE Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2025, closing a stake of 68 shares — an estimated $2.1K sold.

Center for Financial Planning first reported a position in FNDE in Q1 2022 and held it in 7 quarters. The position peaked at $2.1K in Q1 2025. 381 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 68 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $2.1K.
Center for Financial Planning first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2022 and held it in 7 quarters.
Center for Financial Planning's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.1K in Q1 2025.
381 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.