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

Cherry Tree 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
2026 Q1	$12.1K	Hold	316	–	–	﹤0.01%	392
2025 Q4	$11.4K	Hold	316	–	–	﹤0.01%	414
2025 Q3	$11.4K	Hold	316	–	–	﹤0.01%	392
2025 Q2	$10.4K	Hold	316	–	–	﹤0.01%	407
2025 Q1	$9.73K	Hold	316	–	–	﹤0.01%	428
2024 Q4	$9.18K	Hold	316	–	–	﹤0.01%	424
2024 Q3	$10.2K	Hold	316	–	–	﹤0.01%	413
2024 Q2	$9.35K	Hold	316	–	–	﹤0.01%	405
2024 Q1	$8.77K	Hold	316	–	–	﹤0.01%	390
2023 Q4	$8.58K	Hold	316	–	–	﹤0.01%	371
2023 Q3	$8.29K	Hold	316	–	–	﹤0.01%	356
2023 Q2	$8.46K	Buy	+316	New	+$8.38K	﹤0.01%	348

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cherry Tree Wealth Management's FNDE Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2026 at 316 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Cherry Tree Wealth Management first reported a position in FNDE in Q2 2023 and has held it in 12 quarters since. 476 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Cherry Tree Wealth Management held 316 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $12.1K as of Q1 2026.
Cherry Tree Wealth Management left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #392 holding.
Cherry Tree Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and has held it in 12 quarters since.
476 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.