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 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

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JNBA Financial Advisors's FNDE Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 20 shares — an estimated $656 sold.

JNBA Financial Advisors first reported a position in FNDE in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 391 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

JNBA Financial Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
JNBA Financial Advisors sold 20 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $656.
JNBA Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and held it in 8 quarters.
JNBA Financial Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2K in Q2 2022.
391 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.