Coldstream Capital Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Coldstream Capital 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 Q2	–	Sell	-1,422	Closed	-$43.8K	–	1897
2025 Q1	$43.8K	Buy	+1,422	New	+$43K	﹤0.01%	1768
2023 Q2	–	Sell	-9,680	Closed	-$252K	–	839
2023 Q1	$252K	Buy	9,680 +65	+0.7%	+$1.69K	0.01%	684
2022 Q4	$238K	Buy	+9,615	New	+$236K	0.01%	711
2022 Q2	$248K	Buy	+9,573	New	+$262K	0.01%	639

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

Coldstream Capital Management's FNDE Position: Q2 2025 in Review

Coldstream Capital Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2025, closing a stake of 1,422 shares — an estimated $43.8K sold.

Coldstream Capital Management first reported a position in FNDE in Q2 2022 and held it in 4 quarters. The position peaked at $252K in Q1 2023. 381 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

Coldstream Capital Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,422 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $43.8K.
Coldstream Capital Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2022 and held it in 4 quarters.
Coldstream Capital Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $252K in Q1 2023.
381 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.