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

Strategic Investment 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	-17	Closed	-$549	–	662
2024 Q3	$549	Hold	17	–	–	﹤0.01%	567
2024 Q2	$504	Buy	+17	New	+$494	﹤0.01%	560
2023 Q2	–	Sell	-143	Closed	-$3.73K	–	914
2023 Q1	$3.73K	Buy	+143	New	+$3.73K	﹤0.01%	801

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWL

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Strategic Investment Solutions's FNDE Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2024, closing a stake of 17 shares — an estimated $549 sold.

Strategic Investment Solutions first reported a position in FNDE in Q1 2023 and held it in 3 quarters. The position peaked at $3.73K in Q1 2023. 356 funds tracked by Wall St. Rank hold FNDE as of Q4 2024.

Strategic Investment Solutions reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Strategic Investment Solutions sold 17 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2024, an estimated $549.
Strategic Investment Solutions first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and held it in 3 quarters.
Strategic Investment Solutions's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.73K in Q1 2023.
356 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.