Envestnet Portfolio Solutions
FNDE icon

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return