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Klingman & Associates’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Klingman & 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
Q3 		– Sell
-6,316
Closed -$208K – 327
2025
Q2 		$208K Buy
+6,316
New +$196K 0.01% 295

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
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
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Klingman & Associates's FNDE Position: Q3 2025 in Review

Klingman & Associates sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 6,316 shares — an estimated $208K sold.

Klingman & Associates first reported a position in FNDE in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 391 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

  • Klingman & Associates reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Klingman & Associates sold 6,316 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $208K.
  • Klingman & Associates first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and held it in 1 quarter.
  • Klingman & Associates's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $208K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.