NIA
FNDE icon

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

NBZ Investment 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
-65
Closed -$1.89K – 70
2024
Q4 		$1.89K Buy
+65
New +$2.02K ﹤0.01% 63

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 $2.92B AUM 23.85% 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

NBZ Investment Advisors's FNDE Position: Q1 2025 in Review

NBZ Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2025, closing a stake of 65 shares — an estimated $1.89K sold.

NBZ Investment Advisors first reported a position in FNDE in Q4 2024 and held it in 1 quarter. The position peaked at $1.89K in Q4 2024. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

  • NBZ Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 65 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $1.89K.
  • NBZ Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • NBZ Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.89K 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 NBZ Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.