Global Retirement Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Global Retirement Partners’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 Q4	$516K	Buy	14,320 +9,555	+201%	+$349K	0.01%	944
2025 Q3	$172K	Hold	4,765	–	–	﹤0.01%	1253
2025 Q2	$157K	Buy	+4,765	New	+$148K	﹤0.01%	1208
2024 Q4	$94.4K	Sell	3,249 -918	-22%	-$28.6K	﹤0.01%	1298
2024 Q3	$134K	Buy	4,167 +1,917	+85%	+$57.3K	﹤0.01%	1087
2024 Q2	$66.5K	Buy	2,250 +1,569	+230%	+$45.6K	﹤0.01%	1390
2024 Q1	$18.9K	Buy	681 +1	+0.1%	+$27	﹤0.01%	1839
2023 Q4	$17.6K	Buy	680 +428	+170%	+$11.2K	﹤0.01%	1814
2023 Q3	$6.42K	Sell	252 -953	-79%	-$25.6K	﹤0.01%	2104
2023 Q2	$32.3K	Buy	1,205 +27	+2%	+$716	﹤0.01%	1470
2023 Q1	$30.6K	Sell	1,178 -260	-18%	-$6.77K	﹤0.01%	1453
2022 Q4	$35.6K	Sell	1,438 -2	-0.1%	-$49	﹤0.01%	1239
2022 Q3	$33K	Buy	1,440 +18	+1%	+$459	﹤0.01%	1172
2022 Q2	$37K	Buy	1,422 +36	+3%	+$986	﹤0.01%	1111
2022 Q1	$38K	Buy	+1,386	New	+$42.3K	﹤0.01%	1105
2021 Q4	–	Sell	-2,030	Closed	-$65K	–	774
2021 Q3	$65K	Hold	2,030	–	–	0.01%	771
2021 Q2	$65K	Buy	2,030 +261	+15%	+$8.32K	0.01%	760
2021 Q1	$54K	Sell	1,769 -73	-4%	-$2.19K	0.01%	762
2020 Q4	$52K	Buy	1,842 +2	+0.1%	+$52	0.01%	711
2020 Q3	$44K	Buy	1,840 +99	+6%	+$2.44K	0.01%	674
2020 Q2	$41K	Sell	1,741 -272	-14%	-$6.09K	0.01%	689
2020 Q1	$41K	Buy	2,013 +563	+39%	+$14.8K	0.01%	614
2019 Q4	$43K	Sell	1,450 -903	-38%	-$26K	0.01%	682
2019 Q3	$64K	Buy	2,353 +663	+39%	+$18.4K	0.01%	563
2019 Q2	$49K	Buy	1,690 +100	+6%	+$2.8K	0.01%	614
2019 Q1	$44K	Buy	1,590 +241	+18%	+$6.69K	0.01%	578
2018 Q4	$35K	Buy	1,349 +53	+4%	+$1.44K	0.01%	595
2018 Q3	$37K	Buy	1,296 +83	+7%	+$2.33K	0.01%	632
2018 Q2	$34K	Buy	1,213 +133	+12%	+$3.96K	0.01%	639
2018 Q1	$34K	Buy	1,080 +1,037	+2,412%	+$32.5K	0.01%	620
2017 Q4	$1K	Buy	+43	New	+$1.26K	﹤0.01%	1380

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

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Retirement Partners's FNDE Position: Q4 2025 in Review

Global Retirement Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 201% in Q4 2025, buying an estimated $349K and bringing the position to 14,320 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #944.

Global Retirement Partners first reported a position in FNDE in Q4 2017 and has held it in 31 quarters since. 433 funds tracked by Wall St. Rank hold FNDE as of Q4 2025.

Global Retirement Partners held 14,320 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $516K as of Q4 2025.
Global Retirement Partners bought 9,555 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2025, an estimated $349K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #944 holding.
Global Retirement Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and has held it in 31 quarters since.
433 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.