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Von Berge Wealth Management Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Von Berge Wealth Management 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 		– Sell
-22,055
Closed -$751K – 11
2025
Q2 		$751K Buy
22,055
+423
+2% +$13.1K 0.42% 36
2025
Q1 		$651K Buy
21,632
+1,845
+9% +$55.8K 0.42% 37
2024
Q4 		$592K Buy
19,787
+754
+4% +$23.5K 0.36% 39
2024
Q3 		$602K Buy
19,033
+2,281
+14% +$68.2K 0.37% 38
2024
Q2 		$496K Buy
16,752
+540
+3% +$15.7K 0.32% 40
2024
Q1 		$450K Hold
16,212
– – 0.29% 39
2023
Q4 		$430K Buy
+16,212
New +$426K 0.33% 40

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Von Berge Wealth Management Group's FNDE Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2025, closing a stake of 22,055 shares — an estimated $751K sold.

Von Berge Wealth Management Group first reported a position in FNDE in Q4 2023 and held it in 7 quarters. The position peaked at $751K in Q2 2025. 390 funds tracked by Wall St. Rank hold FNDE as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 22,055 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2025, an estimated $751K.
  • Von Berge Wealth Management Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 7 quarters.
  • Von Berge Wealth Management Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $751K in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.