Global Financial Private Client’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Global Financial Private Client’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	-308	Closed	-$9.49K	–	720
2025 Q1	$9.49K	Hold	308	–	–	﹤0.01%	585
2024 Q4	$8.95K	Hold	308	–	–	﹤0.01%	568
2024 Q3	$9.94K	Hold	308	–	–	﹤0.01%	553
2024 Q2	$9.11K	Hold	308	–	–	﹤0.01%	455
2024 Q1	$8.56K	Hold	308	–	–	﹤0.01%	475
2023 Q4	$8.36K	Hold	308	–	–	﹤0.01%	476
2023 Q3	$8.04K	Hold	308	–	–	﹤0.01%	464
2023 Q2	$8.34K	Sell	308 -30	-9%	-$796	﹤0.01%	459
2023 Q1	$8.85K	Hold	338	–	–	﹤0.01%	462
2022 Q4	$8.38K	Hold	338	–	–	﹤0.01%	444
2022 Q3	$8.12K	Hold	338	–	–	﹤0.01%	427
2022 Q2	$8.7K	Hold	338	–	–	﹤0.01%	411
2022 Q1	$9.93K	Hold	338	–	–	﹤0.01%	406
2021 Q4	$10.5K	Hold	338	–	–	0.01%	391
2021 Q3	$11K	Hold	338	–	–	0.01%	344
2021 Q2	$10.9K	Buy	338 +30	+10%	+$956	0.01%	349
2021 Q1	$9.45K	Hold	308	–	–	0.01%	317
2020 Q4	$8.7K	Buy	+308	New	+$8.03K	0.01%	315

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

Global Financial Private Client's FNDE Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2025, closing a stake of 308 shares — an estimated $9.49K sold.

Global Financial Private Client first reported a position in FNDE in Q4 2020 and held it in 18 quarters. The position peaked at $11K in Q3 2021. 380 funds tracked by Wall St. Rank hold FNDE as of Q2 2025.

Global Financial Private Client reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 308 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2025, an estimated $9.49K.
Global Financial Private Client first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $11K in Q3 2021.
380 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.