Kathleen S. Wright Associates’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Kathleen S. Wright Associates’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 Q1	–	Sell	-194	Closed	-$5.64K	–	256
2024 Q4	$5.64K	Hold	194	–	–	﹤0.01%	235
2024 Q3	$6.26K	Buy	+194	New	+$5.8K	﹤0.01%	261

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

BWL

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

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

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

Kathleen S. Wright Associates's FNDE Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2025, closing a stake of 194 shares — an estimated $5.64K sold.

Kathleen S. Wright Associates first reported a position in FNDE in Q3 2024 and held it in 2 quarters. The position peaked at $6.26K in Q3 2024. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

Kathleen S. Wright Associates reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
Kathleen S. Wright Associates sold 194 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $5.64K.
Kathleen S. Wright Associates first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and held it in 2 quarters.
Kathleen S. Wright Associates's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $6.26K in Q3 2024.
362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.