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Studio Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Studio Investment 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
Q2 		– Sell
-441
Closed -$13.6K – 214
2025
Q1 		$13.6K Sell
441
-24
-5% -$725 ﹤0.01% 251
2024
Q4 		$13.5K Sell
465
-150
-24% -$4.67K ﹤0.01% 245
2024
Q3 		$19.8K Hold
615
– – ﹤0.01% 228
2024
Q2 		$18.5K Sell
615
-37
-6% -$1.07K ﹤0.01% 219
2024
Q1 		$18.1K Sell
652
-164
-20% -$4.43K ﹤0.01% 217
2023
Q4 		$22.1K Hold
816
– – 0.01% 196
2023
Q3 		$21.4K Sell
816
-3,478
-81% -$93.5K 0.01% 190
2023
Q2 		$115K Sell
4,294
-5,197
-55% -$138K 0.03% 149
2023
Q1 		$247K Sell
9,491
-71,440
-88% -$1.86M 0.07% 114
2022
Q4 		$2.01M Buy
80,931
+4,912
+6% +$120K 0.65% 47
2022
Q3 		$1.78M Buy
76,019
+2,117
+3% +$54K 0.64% 48
2022
Q2 		$1.92M Sell
73,902
-38,740
-34% -$1.06M 0.67% 49
2022
Q1 		$3.26M Buy
112,642
+5,646
+5% +$172K 1.07% 24
2021
Q4 		$3.32M Buy
106,996
+19,920
+23% +$637K 1.19% 22
2021
Q3 		$2.81M Buy
+87,076
New +$2.77M 1.21% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.59B AUM 18.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B 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