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Legacy Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Legacy Advisors’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
-23,500
Closed -$683K – 442
2024
Q4 		$683K Hold
23,500
– – 0.07% 217
2024
Q3 		$758K Buy
+23,500
New +$702K 0.08% 190

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 $1.32B AUM 20.39% 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

Legacy Advisors's FNDE Position: Q1 2025 in Review

Legacy Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2025, closing a stake of 23,500 shares — an estimated $683K sold.

Legacy Advisors first reported a position in FNDE in Q3 2024 and held it in 2 quarters. The position peaked at $758K in Q3 2024. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

  • Legacy Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 23,500 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $683K.
  • Legacy Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and held it in 2 quarters.
  • Legacy Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $758K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.