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

Congress 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
2025
Q2 		$1.82M Sell
55,282
-1,839
-3% -$57.1K 0.02% 571
2025
Q1 		$1.76M Buy
+57,121
New +$1.73M 0.02% 520

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
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
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Congress Wealth Management's FNDE Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 3.2% in Q2 2025, selling an estimated $57.1K and leaving 55,282 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #571.

Congress Wealth Management first reported a position in FNDE in Q1 2025 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

  • Congress Wealth Management held 55,282 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.82M as of Q2 2025.
  • Congress Wealth Management sold 1,839 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $57.1K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #571 holding.
  • Congress Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.