LMKC
FNDE icon

L.M. Kohn & Company’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

L.M. Kohn & Company’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
-18,697
Closed -$617K – 182
2025
Q2 		$617K Buy
+18,697
New +$581K 0.17% 114

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 22.96% 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

L.M. Kohn & Company's FNDE Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 18,697 shares — an estimated $617K sold.

L.M. Kohn & Company first reported a position in FNDE in Q2 2025 and held it in 1 quarter. The position peaked at $617K in Q2 2025. 391 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 18,697 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $617K.
  • L.M. Kohn & Company first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and held it in 1 quarter.
  • L.M. Kohn & Company's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $617K 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 L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.