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 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Key Financial Inc's FNDE Position: Q1 2026 in Review

Key Financial Inc held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2026 at 397 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Key Financial Inc first reported a position in FNDE in Q2 2021 and has held it in 18 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Key Financial Inc held 397 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $15.2K as of Q1 2026.
Key Financial Inc left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #782 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 18 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.