LDB
FNDE icon

Lee, Danner & Bass’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Lee, Danner & Bass’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
-1,901
Closed -$55.2K – 386
2024
Q4 		$55.2K Buy
+1,901
New +$59.2K ﹤0.01% 341

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lee, Danner & Bass's FNDE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2025, closing a stake of 1,901 shares — an estimated $55.2K sold.

Lee, Danner & Bass first reported a position in FNDE in Q4 2024 and held it in 1 quarter. The position peaked at $55.2K in Q4 2024. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,901 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $55.2K.
  • Lee, Danner & Bass first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $55.2K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.