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Planned Solutions’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-2,056
Closed -$66.3K – 293
2024
Q3 		$66.3K Buy
+2,056
New +$61.5K 0.03% 263
2024
Q1 		– Sell
-2,022
Closed -$54.9K – 250
2023
Q4 		$54.9K Buy
+2,022
New +$53.1K 0.03% 271

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
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

Planned Solutions's FNDE Position: Q4 2024 in Review

Planned Solutions sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2024, closing a stake of 2,056 shares — an estimated $66.3K sold.

Planned Solutions first reported a position in FNDE in Q4 2023 and held it in 2 quarters. The position peaked at $66.3K in Q3 2024. 353 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

  • Planned Solutions reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,056 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2024, an estimated $66.3K.
  • Planned Solutions first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $66.3K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.