Litman Gregory Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Litman Gregory Wealth Management’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 Q4	$795K	Sell	22,046 -194	-0.9%	-$7.08K	0.06%	84
2025 Q3	$804K	Hold	22,240	–	–	0.06%	81
2025 Q2	$734K	Buy	22,240 +1,477	+7%	+$45.9K	0.06%	80
2025 Q1	$640K	Hold	20,763	–	–	0.05%	80
2024 Q4	$603K	Sell	20,763 -68	-0.3%	-$2.12K	0.05%	76
2024 Q3	$672K	Sell	20,831 -448	-2%	-$13.4K	0.06%	78
2024 Q2	$629K	Sell	21,279 -280	-1%	-$8.13K	0.06%	79
2024 Q1	$598K	Hold	21,559	–	–	0.05%	81
2023 Q4	$585K	Sell	21,559 -430	-2%	-$11.3K	0.06%	80
2023 Q3	$577K	Hold	21,989	–	–	0.06%	84
2023 Q2	$589K	Buy	+21,989	New	+$583K	0.07%	54
2023 Q1	–	Sell	-11,863	Closed	-$294K	–	56
2022 Q4	$294K	Hold	11,863	–	–	0.04%	70
2022 Q3	$278K	Sell	11,863 -184	-2%	-$4.69K	0.04%	68
2022 Q2	$312K	Hold	12,047	–	–	0.05%	72
2022 Q1	$349K	Hold	12,047	–	–	0.05%	53
2021 Q4	$373K	Hold	12,047	–	–	0.06%	63
2021 Q3	$388K	Buy	12,047 +11,658	+2,997%	+$371K	0.07%	55
2021 Q2	$389K	Sell	389 -11,474	-97%	-$366K	0.07%	56
2021 Q1	$365K	Hold	11,863	–	–	0.07%	51
2020 Q4	$335K	Hold	11,863	–	–	0.06%	54
2020 Q3	$281K	Hold	11,863	–	–	0.06%	54
2020 Q2	$278K	Buy	11,863 +9,897	+503%	+$222K	0.06%	53
2020 Q1	$40K	Sell	1,966 -1,527	-44%	-$40K	0.01%	91
2019 Q4	$104K	Buy	+3,493	New	+$101K	0.02%	74

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Litman Gregory Wealth Management's FNDE Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.87% in Q4 2025, selling an estimated $7.08K and leaving 22,046 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #84.

Litman Gregory Wealth Management first reported a position in FNDE in Q4 2019 and has held it in 24 quarters since. The position peaked at $804K in Q3 2025. 434 funds tracked by Wall St. Rank hold FNDE as of Q4 2025.

Litman Gregory Wealth Management held 22,046 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $795K as of Q4 2025.
Litman Gregory Wealth Management sold 194 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2025, an estimated $7.08K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.06% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #84 holding.
Litman Gregory Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and has held it in 24 quarters since.
Litman Gregory Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $804K in Q3 2025.
434 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.