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

Financial Gravity Companies’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
2025 Q2	$1.22K	Buy	+37	New	+$1.15K	﹤0.01%	790
2018 Q4	$13K	Buy	+456	New	+$12.4K	0.01%	541
2018 Q1	$14K	Buy	+456	New	+$14.3K	0.01%	542

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWL

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

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

Financial Gravity Companies's FNDE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2025: 37 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FNDE as recently as Q4 2018.

Financial Gravity Companies first reported a position in FNDE in Q1 2018 and has held it in 3 quarters since. The position peaked at $14K in Q1 2018. 379 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

Financial Gravity Companies held 37 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.22K as of Q2 2025.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Financial Gravity Companies position in Q2 2025.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #790 holding.
Financial Gravity Companies first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2018 and has held it in 3 quarters since.
Financial Gravity Companies's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $14K in Q1 2018.
379 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.