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	–	1482
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 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 22.96% 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

Financial Gravity Asset Management's FNDE Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026, closing a stake of 37 shares — an estimated $1.33K sold.

Financial Gravity Asset Management first reported a position in FNDE in Q1 2018 and held it in 9 quarters. The position peaked at $14K in Q1 2018. 478 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Financial Gravity Asset Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 37 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $1.33K.
Financial Gravity Asset Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $14K in Q1 2018.
478 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.