Key Financial Inc’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Key Financial Inc’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
2026 Q3	$16.6K	Hold	397	–	–	﹤0.01%	754
2026 Q2	$15.8K	Hold	397	–	–	﹤0.01%	769
2026 Q1	$15.2K	Hold	397	–	–	﹤0.01%	782
2025 Q4	$14.3K	Hold	397	–	–	﹤0.01%	796
2025 Q3	$14.4K	Hold	397	–	–	﹤0.01%	789
2025 Q2	$13.1K	Hold	397	–	–	﹤0.01%	780
2025 Q1	$12.2K	Buy	397 +309	+351%	+$9.34K	﹤0.01%	772
2024 Q4	$2.56K	Hold	88	–	–	﹤0.01%	1121
2024 Q3	$2.84K	Hold	88	–	–	﹤0.01%	1071
2024 Q2	$2.6K	Hold	88	–	–	﹤0.01%	1074
2024 Q1	$2.44K	Hold	88	–	–	﹤0.01%	1075
2023 Q4	$2.39K	Hold	88	–	–	﹤0.01%	1077
2023 Q3	$2.31K	Hold	88	–	–	﹤0.01%	1090
2023 Q2	$2.36K	Hold	88	–	–	﹤0.01%	1143
2023 Q1	$2.29K	Hold	88	–	–	﹤0.01%	940
2022 Q4	$2.06K	Hold	88	–	–	﹤0.01%	947
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	944
2022 Q2	$2K	Hold	88	–	–	﹤0.01%	931
2022 Q1	$3K	Buy	+88	New	+$2.68K	﹤0.01%	867
2021 Q3	–	Sell	-293	Closed	-$9K	–	923
2021 Q2	$9K	Buy	+293	New	+$9.34K	0.01%	587

Other funds holding FNDE

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Key Financial Inc's FNDE Position: Q3 2026 in Review

Key Financial Inc held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2026 at 397 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Key Financial Inc first reported a position in FNDE in Q2 2021 and has held it in 20 quarters since. 339 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Key Financial Inc held 397 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $16.6K as of Q3 2026.
Key Financial Inc left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #754 holding.
Key Financial Inc first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2021 and has held it in 20 quarters since.
339 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.