Vishria Bird Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Vishria Bird Financial Group’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	$621K	Hold	17,172	–	–	0.12%	58
2025 Q2	$567K	Hold	17,172	–	–	0.19%	51
2025 Q1	$529K	Hold	17,172	–	–	0.18%	49
2024 Q4	$499K	Sell	17,172 -1,783	-9%	-$55.6K	0.17%	54
2024 Q3	$612K	Buy	+18,955	New	+$567K	0.23%	48

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

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

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

BWL

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vishria Bird Financial Group's FNDE Position: Q3 2025 in Review

Vishria Bird Financial Group held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2025 at 17,172 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #58.

Vishria Bird Financial Group first reported a position in FNDE in Q3 2024 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

Vishria Bird Financial Group held 17,172 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $621K as of Q3 2025.
Vishria Bird Financial Group left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2025.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.12% of Vishria Bird Financial Group's portfolio in Q3 2025, its #58 holding.
Vishria Bird Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and has held it in 5 quarters since.
391 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.