Cresset Asset Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Cresset Asset 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 Q1	–	Sell	-9,832	Closed	-$286K	–	1765
2024 Q4	$286K	Buy	9,832 +3,050	+45%	+$95K	﹤0.01%	1378
2024 Q3	$219K	Hold	6,782	–	–	﹤0.01%	1949
2024 Q2	$202K	Buy	+6,782	New	+$197K	﹤0.01%	1891
2023 Q4	–	Sell	-8,033	Closed	-$211K	–	1870
2023 Q3	$211K	Buy	+8,033	New	+$216K	﹤0.01%	1595

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cresset Asset Management's FNDE Position: Q1 2025 in Review

Cresset Asset Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2025, closing a stake of 9,832 shares — an estimated $286K sold.

Cresset Asset Management first reported a position in FNDE in Q3 2023 and held it in 4 quarters. The position peaked at $286K in Q4 2024. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

Cresset Asset Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
Cresset Asset Management sold 9,832 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $286K.
Cresset Asset Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and held it in 4 quarters.
Cresset Asset Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $286K in Q4 2024.
362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.