Sagace Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sagace Wealth 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
2025 Q3	–	Sell	-63,346	Closed	-$2.09M	–	69
2025 Q2	$2.09M	Sell	63,346 -987	-2%	-$30.7K	1.56%	27
2025 Q1	$1.98M	Buy	64,333 +3,089	+5%	+$93.4K	1.5%	27
2024 Q4	$1.78M	Buy	61,244 +958	+2%	+$29.9K	1.33%	29
2024 Q3	$1.96M	Buy	60,286 +11,073	+23%	+$331K	1.51%	24
2024 Q2	$1.46M	Buy	+49,213	New	+$1.43M	1.43%	25

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sagace Wealth Management's FNDE Position: Q3 2025 in Review

Sagace Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 63,346 shares — an estimated $2.09M sold.

Sagace Wealth Management first reported a position in FNDE in Q2 2024 and held it in 5 quarters. The position peaked at $2.09M in Q2 2025. 390 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

Sagace Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
Sagace Wealth Management sold 63,346 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $2.09M.
Sagace Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2024 and held it in 5 quarters.
Sagace Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.09M in Q2 2025.
390 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2025.

Based on Sagace Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.