Financial Freedom LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Financial Freedom LLC’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	$335K	Sell	8,763 -1,128	-11%	-$43.5K	0.17%	79
2025 Q4	$357K	Buy	9,891 +2,361	+31%	+$86.2K	0.18%	77
2025 Q3	$272K	Buy	7,530 +3,910	+108%	+$135K	0.14%	87
2025 Q2	$120K	Buy	3,620 +23	+0.6%	+$715	0.06%	128
2025 Q1	$111K	Hold	3,597	–	–	0.06%	129
2024 Q4	$104K	Buy	3,597 +137	+4%	+$4.27K	0.06%	128
2024 Q3	$112K	Buy	3,460 +27	+0.8%	+$807	0.06%	129
2024 Q2	$102K	Hold	3,433	–	–	0.06%	131
2024 Q1	$95.3K	Hold	3,433	–	–	0.06%	132
2023 Q4	$93.2K	Buy	3,433 +101	+3%	+$2.65K	0.06%	129
2023 Q3	$87.4K	Hold	3,332	–	–	0.06%	128
2023 Q2	$89.2K	Buy	3,332 +25	+0.8%	+$663	0.06%	124
2023 Q1	$86.2K	Buy	3,307 +1,630	+97%	+$42.5K	0.06%	121
2022 Q4	$41.6K	Buy	+1,677	New	+$41.1K	0.03%	159

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

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Freedom LLC's FNDE Position: Q1 2026 in Review

Financial Freedom LLC reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 11% in Q1 2026, selling an estimated $43.5K and leaving 8,763 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #79.

Financial Freedom LLC first reported a position in FNDE in Q4 2022 and has held it in 14 quarters since. The position peaked at $357K in Q4 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Financial Freedom LLC held 8,763 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $335K as of Q1 2026.
Financial Freedom LLC sold 1,128 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $43.5K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.17% of Financial Freedom LLC's portfolio in Q1 2026, its #79 holding.
Financial Freedom LLC first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $357K in Q4 2025.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.