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Continuum Advisory’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Continuum Advisory’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
-2,531
Closed -$78K – 807
2025
Q1 		$78K Buy
2,531
+8
+0.3% +$242 0.01% 567
2024
Q4 		$73.3K Buy
2,523
+228
+10% +$7.1K 0.01% 583
2024
Q3 		$69.9K Buy
2,295
+169
+8% +$5.05K 0.01% 585
2024
Q2 		$62.9K Buy
2,126
+557
+36% +$16.2K 0.01% 578
2024
Q1 		$46.1K Buy
+1,569
New +$42.4K 0.01% 613
2023
Q3 		– Sell
-11,680
Closed -$313K – 462
2023
Q2 		$313K Sell
11,680
-1,186
-9% -$31.5K 0.05% 361
2023
Q1 		$335K Sell
12,866
-645
-5% -$16.8K 0.06% 331
2022
Q4 		$335K Sell
13,511
-34
-0.3% -$834 0.06% 327
2022
Q3 		$317K Sell
13,545
-264
-2% -$6.73K 0.06% 312
2022
Q2 		$358K Buy
+13,809
New +$378K 0.07% 302

Other funds holding FNDE

Charles Schwab
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
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
BWL
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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FM
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