Glassman Wealth Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Glassman Wealth Services’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	–	Sell	-550	Closed	-$16.9K	–	196
2025 Q1	$16.9K	Hold	550	–	–	﹤0.01%	135
2024 Q4	$16K	Hold	550	–	–	﹤0.01%	130
2024 Q3	$17.7K	Hold	550	–	–	﹤0.01%	131
2024 Q2	$16.3K	Hold	550	–	–	﹤0.01%	137
2024 Q1	$15.3K	Hold	550	–	–	﹤0.01%	146
2023 Q4	$14.9K	Hold	550	–	–	﹤0.01%	770
2023 Q3	$14.4K	Hold	550	–	–	﹤0.01%	750
2023 Q2	$14.7K	Hold	550	–	–	﹤0.01%	702
2023 Q1	$14.3K	Buy	+550	New	+$14.3K	﹤0.01%	714
2021 Q4	–	Sell	-51	Closed	-$2K	–	1723
2021 Q3	$2K	Buy	+51	New	+$1.62K	﹤0.01%	1165
2019 Q1	–	Sell	-1,975	Closed	-$51K	–	1090
2018 Q4	$51K	Hold	1,975	–	–	0.03%	193
2018 Q3	$57K	Hold	1,975	–	–	0.03%	201
2018 Q2	$55K	Buy	+1,975	New	+$58.8K	0.03%	177

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $199B AUM 37.98% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Glassman Wealth Services's FNDE Position: Q2 2025 in Review

Glassman Wealth Services sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2025, closing a stake of 550 shares — an estimated $16.9K sold.

Glassman Wealth Services first reported a position in FNDE in Q2 2018 and held it in 13 quarters. The position peaked at $57K in Q3 2018. 380 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

Glassman Wealth Services reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Glassman Wealth Services sold 550 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $16.9K.
Glassman Wealth Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and held it in 13 quarters.
Glassman Wealth Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $57K in Q3 2018.
380 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.