Envestnet Portfolio Solutions’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-6,762	Closed	-$244K	–	1362
2025 Q4	$244K	Buy	6,762 +935	+16%	+$34.1K	﹤0.01%	1385
2025 Q3	$211K	Sell	5,827 -2,087	-26%	-$71.9K	﹤0.01%	1405
2025 Q2	$261K	Sell	7,914 -4,308	-35%	-$134K	﹤0.01%	1400
2025 Q1	$376K	Sell	12,222 -205	-2%	-$6.2K	﹤0.01%	1177
2024 Q4	$361K	Buy	12,427 +940	+8%	+$29.3K	﹤0.01%	1408
2024 Q3	$371K	Buy	11,487 +1,166	+11%	+$34.9K	﹤0.01%	1342
2024 Q2	$305K	Buy	10,321 +1,398	+16%	+$40.6K	﹤0.01%	1370
2024 Q1	$248K	Buy	8,923 +483	+6%	+$13K	﹤0.01%	1458
2023 Q4	$229K	Sell	8,440 -1,817	-18%	-$47.7K	﹤0.01%	1434
2023 Q3	$269K	Buy	+10,257	New	+$276K	﹤0.01%	1285

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 22.9% 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

Envestnet Portfolio Solutions's FNDE Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026, closing a stake of 6,762 shares — an estimated $244K sold.

Envestnet Portfolio Solutions first reported a position in FNDE in Q3 2023 and held it in 10 quarters. The position peaked at $376K in Q1 2025. 479 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 6,762 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $244K.
Envestnet Portfolio Solutions first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $376K in Q1 2025.
479 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.