Sandy Spring Bank’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sandy Spring Bank’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	$12.4K	Buy	402 +366	+1,017%	+$11.1K	﹤0.01%	811
2024 Q4	$1.05K	Hold	36	–	–	﹤0.01%	1105
2024 Q3	$1.16K	Sell	36 -14	-28%	-$418	﹤0.01%	1079
2024 Q2	$1.48K	Hold	50	–	–	﹤0.01%	1120
2024 Q1	$1.39K	Sell	50 -1,167	-96%	-$31.5K	﹤0.01%	1083
2023 Q4	$33K	Hold	1,217	–	–	﹤0.01%	637
2023 Q3	$31.9K	Sell	1,217 -149	-11%	-$4K	﹤0.01%	623
2023 Q2	$36.6K	Buy	1,366 +149	+12%	+$3.95K	﹤0.01%	606
2023 Q1	$31.7K	Hold	1,217	–	–	﹤0.01%	616
2022 Q4	$30.2K	Buy	+1,217	New	+$29.8K	﹤0.01%	618
2022 Q2	–	Sell	-513	Closed	-$15K	–	1146
2022 Q1	$15K	Buy	513 +138	+37%	+$4.21K	﹤0.01%	771
2021 Q4	$12K	Buy	375 +328	+698%	+$10.5K	﹤0.01%	864
2021 Q3	$2K	Buy	+47	New	+$1.5K	﹤0.01%	1059

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

Sandy Spring Bank's FNDE Position: Q1 2025 in Review

Sandy Spring Bank increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1,017% in Q1 2025, buying an estimated $11.1K and bringing the position to 402 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Sandy Spring Bank first reported a position in FNDE in Q3 2021 and has held it in 13 quarters since. The position peaked at $36.6K in Q2 2023. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

Sandy Spring Bank held 402 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $12.4K as of Q1 2025.
Sandy Spring Bank bought 366 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $11.1K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #811 holding.
Sandy Spring Bank first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and has held it in 13 quarters since.
Sandy Spring Bank's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $36.6K in Q2 2023.
362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.