LWA
FNDE icon

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

Lowe Wealth 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
Q3 		$1.55K Buy
+43
New +$1.48K ﹤0.01% 347
2024
Q2 		– Sell
-281
Closed -$7.8K – 318
2024
Q1 		$7.8K Hold
281
– – ﹤0.01% 222
2023
Q4 		$7.63K Hold
281
– – ﹤0.01% 223
2023
Q3 		$7.37K Hold
281
– – ﹤0.01% 215
2023
Q2 		$7.52K Hold
281
– – ﹤0.01% 239
2023
Q1 		$7.32K Hold
281
– – ﹤0.01% 232
2022
Q4 		$6.96K Hold
281
– – ﹤0.01% 236
2022
Q3 		$7K Hold
281
– – ﹤0.01% 219
2022
Q2 		$7K Hold
281
– – ﹤0.01% 209
2022
Q1 		$8K Buy
+281
New +$8.57K ﹤0.01% 214

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return