Wade Financial Advisory’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Wade Financial Advisory’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 Q1	$1.42M	Buy	46,205 +2,611	+6%	+$78.9K	0.49%	30
2024 Q4	$1.27M	Sell	43,594 -1,164	-3%	-$36.3K	0.43%	34
2024 Q3	$1.44M	Sell	44,758 -640	-1%	-$19.1K	0.49%	33
2024 Q2	$1.34M	Sell	45,398 -3,892	-8%	-$113K	0.48%	32
2024 Q1	$1.37M	Sell	49,290 -64,061	-57%	-$1.73M	0.5%	31
2023 Q4	$3.08M	Sell	113,351 -190	-0.2%	-$4.99K	1.16%	22
2023 Q3	$2.98M	Hold	113,541	–	–	1.27%	21
2023 Q2	$3.04M	Sell	113,541 -19,766	-15%	-$524K	1.2%	22
2023 Q1	$3.47M	Hold	133,307	–	–	1.46%	22
2022 Q4	$3.3M	Buy	133,307 +3,716	+3%	+$91.1K	1.5%	20
2022 Q3	$3.04M	Sell	129,591 -28,796	-18%	-$734K	1.52%	19
2022 Q2	$4.11M	Buy	158,387 +8,921	+6%	+$244K	1.95%	17
2022 Q1	$4.33M	Buy	149,466 +72,816	+95%	+$2.22M	1.86%	17
2021 Q4	$2.38M	Hold	76,650	–	–	1.23%	23
2021 Q3	$2.47M	Sell	76,650 -2,808	-4%	-$89.4K	1.39%	21
2021 Q2	$2.56M	Buy	79,458 +4,708	+6%	+$150K	1.4%	21
2021 Q1	$2.3M	Sell	74,750 -216	-0.3%	-$6.49K	1.45%	20
2020 Q4	$2.12M	Sell	74,966 -3,982	-5%	-$104K	1.42%	20
2020 Q3	$1.87M	Sell	78,948 -994	-1%	-$24.5K	1.48%	23
2020 Q2	$1.87M	Sell	79,942 -8,725	-10%	-$196K	1.62%	20
2020 Q1	$1.82M	Sell	88,667 -12,466	-12%	-$327K	1.82%	19
2019 Q4	$3.02M	Buy	+101,133	New	+$2.91M	2.67%	11

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wade Financial Advisory's FNDE Position: Q1 2025 in Review

Wade Financial Advisory increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 6% in Q1 2025, buying an estimated $78.9K and bringing the position to 46,205 shares worth $1.42M. The position accounts for 0.49% of the portfolio, ranked #30.

Wade Financial Advisory first reported a position in FNDE in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.33M in Q1 2022. 362 funds tracked by Wall St. Rank hold FNDE as of Q1 2025.

Wade Financial Advisory held 46,205 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.42M as of Q1 2025.
Wade Financial Advisory bought 2,611 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2025, an estimated $78.9K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.49% of Wade Financial Advisory's portfolio in Q1 2025, its #30 holding.
Wade Financial Advisory first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $4.33M in Q1 2022.
362 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.