GWS
FNDE icon

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return