FGAM
FNDE icon

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

Financial Gravity 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
2026
Q1 		– Sell
-37
Closed -$1.33K – 953
2025
Q4 		$1.33K Hold
37
– – ﹤0.01% 619
2025
Q3 		$1.34K Buy
+37
New +$1.27K ﹤0.01% 790
2025
Q1 		$1.14K Buy
+37
New +$1.12K ﹤0.01% 864
2024
Q2 		– Hold
0
– – – 250
2019
Q4 		– Sell
-456
Closed -$12K – 1492
2019
Q3 		$12K Hold
456
– – 0.01% 567
2019
Q2 		$13K Hold
456
– – 0.01% 540
2019
Q1 		$13K Buy
+456
New +$12.7K 0.01% 508
2018
Q3 		$12K Hold
456
– – 0.01% 546
2018
Q2 		$13K Hold
456
– – 0.01% 525
2018
Q1 		$14K Buy
+456
New +$14.3K 0.01% 542

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