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Rice Partnership’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Rice Partnership’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
-16
Closed -$465 – 163
2024
Q4 		$465 Sell
16
-1,992
-99% -$62.1K ﹤0.01% 166
2024
Q3 		$64.8K Buy
2,008
+1,992
+12,450% +$59.5K 0.01% 120
2024
Q2 		$473 Sell
16
-343
-96% -$9.96K ﹤0.01% 151
2024
Q1 		$9.97K Buy
+359
New +$9.69K ﹤0.01% 134

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 $2.6B AUM 18.62% 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 $1.32B 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

Rice Partnership's FNDE Position: Q1 2025 in Review

Rice Partnership sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2025, closing a stake of 16 shares — an estimated $465 sold.

Rice Partnership first reported a position in FNDE in Q1 2024 and held it in 4 quarters. The position peaked at $64.8K in Q3 2024. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

  • Rice Partnership reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Rice Partnership sold 16 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $465.
  • Rice Partnership first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2024 and held it in 4 quarters.
  • Rice Partnership's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $64.8K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Rice Partnership's 13F filing for Q1 2025, filed 29 Apr 2025.