JFA
FNDE icon

JNBA Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

JNBA Financial Advisors’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
Q3 		– Sell
-20
Closed -$656 – 661
2025
Q2 		$656 Buy
+20
New +$622 ﹤0.01% 631
2023
Q3 		– Sell
-20
Closed -$536 – 754
2023
Q2 		$536 Hold
20
– – ﹤0.01% 685
2023
Q1 		$521 Hold
20
– – ﹤0.01% 701
2022
Q4 		$496 Hold
20
– – ﹤0.01% 633
2022
Q3 		$0 Sell
20
-65
-76% -$1.66K ﹤0.01% 708
2022
Q2 		$2K Buy
85
+65
+325% +$1.78K ﹤0.01% 644
2022
Q1 		$1K Hold
20
– – ﹤0.01% 668
2021
Q4 		$1K Buy
+20
New +$639 ﹤0.01% 785

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return