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Phillips Financial Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Phillips Financial 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
2026
Q1 		– Sell
-745
Closed -$26.9K – 299
2025
Q4 		$26.9K Buy
+745
New +$27.2K ﹤0.01% 266

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 $2.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Phillips Financial Management's FNDE Position: Q1 2026 in Review

Phillips Financial Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026, closing a stake of 745 shares — an estimated $26.9K sold.

Phillips Financial Management first reported a position in FNDE in Q4 2025 and held it in 1 quarter. The position peaked at $26.9K in Q4 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Phillips Financial Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 745 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $26.9K.
  • Phillips Financial Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and held it in 1 quarter.
  • Phillips Financial Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $26.9K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.