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Synergy Asset Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Synergy Asset 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
2026
Q1 		$1.17M Buy
30,555
+2,850
+10% +$110K 0.12% 107
2025
Q4 		$999K Sell
27,705
-67,964
-71% -$2.48M 0.1% 100
2025
Q3 		$3.29M Buy
95,669
+68,957
+258% +$2.38M 0.12% 102
2025
Q2 		$882K Buy
26,712
+341
+1% +$10.6K 0.1% 98
2025
Q1 		$812K Sell
26,371
-26,493
-50% -$801K 0.1% 97
2024
Q4 		$1.61M Buy
52,864
+28,795
+120% +$897K 0.12% 96
2024
Q3 		$777K Buy
24,069
+4,239
+21% +$127K 0.12% 86
2024
Q2 		$586K Buy
19,830
+3,308
+20% +$96.1K 0.09% 93
2024
Q1 		$459K Buy
16,522
+4,612
+39% +$124K 0.08% 90
2023
Q4 		$323K Buy
+11,910
New +$313K 0.06% 106

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Morgan Stanley
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Bank of America
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Victory Capital Management
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BWL
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return