Creative Planning Schwab Fundamental Emerging Mk Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Creative Planning holds 168,052 shares of FNDE stock, worth $6.29 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

168,052

Previous 153,890 9.2%

Holding current value

$6.29 Million

Previous $5.08 Million 19.63%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$33.13 - $36.31 $469,187 - $514,222	14,162 Added 9.2%	168,052 $6.08 Million
Q2 2025 Aug 08, 2025	BUY	$26.66 - $33.09 $28,232 - $35,042	1,059 Added 0.69%	153,890 $5.08 Million
Q1 2025 May 15, 2025	BUY	$28.11 - $32.0 $386,203 - $439,648	13,739 Added 9.88%	152,831 $4.71 Million
Q4 2024 Feb 14, 2025	BUY	$28.89 - $33.95 $404,517 - $475,367	14,002 Added 11.19%	139,092 $4.04 Million
Q3 2024 Oct 11, 2024	BUY	$28.02 - $32.68 $347,532 - $405,330	12,403 Added 11.01%	125,090 $4.04 Million

Q2 2024 Aug 15, 2024	SELL	$27.2 - $30.7 $88,345 - $99,713	-3,248 Reduced 2.8%	112,687 $3.33 Million
Q1 2024 May 10, 2024	BUY	$25.58 - $27.83 $277,108 - $301,482	10,833 Added 10.31%	115,935 $3.22 Million
Q4 2023 Feb 14, 2024	BUY	$25.33 - $27.18 $34,043 - $36,529	1,344 Added 1.3%	105,102 $2.85 Million
Q3 2023 Nov 16, 2023	BUY	$26.05 - $28.35 $706,449 - $768,823	27,119 Added 35.39%	103,758 $2.72 Million
Q2 2023 Jul 21, 2023	SELL	$25.72 - $27.75 $27,186 - $29,331	-1,057 Reduced 1.36%	76,639 $2.05 Million
Q1 2023 May 15, 2023	BUY	$24.92 - $27.41 $349,428 - $384,343	14,022 Added 22.02%	77,696 $2.02 Million
Q4 2022 Feb 10, 2023	SELL	$23.19 - $26.37 $132,832 - $151,047	-5,728 Reduced 8.25%	63,674 $1.58 Million
Q3 2022 Nov 03, 2022	SELL	$23.43 - $26.69 $181,769 - $207,061	-7,758 Reduced 10.05%	69,402 $1.63 Million
Q2 2022 Aug 15, 2022	BUY	$25.56 - $29.71 $156,324 - $181,706	6,116 Added 8.61%	77,160 $2 Million
Q1 2022 May 16, 2022	BUY	$26.69 - $33.2 $394,878 - $491,194	14,795 Added 26.3%	71,044 $2.06 Million
Q4 2021 Feb 11, 2022	SELL	$30.22 - $33.49 $260,315 - $288,482	-8,614 Reduced 13.28%	56,249 $1.74 Million
Q3 2021 Nov 10, 2021	BUY	$30.86 - $32.92 $593,622 - $633,249	19,236 Added 42.16%	64,863 $2.09 Million
Q2 2021 Aug 04, 2021	BUY	$30.51 - $33.34 $468,969 - $512,469	15,371 Added 50.8%	45,627 $1.47 Million
Q1 2021 Apr 30, 2021	BUY	$28.31 - $31.2 $140,247 - $154,564	4,954 Added 19.58%	30,256 $930,000
Q4 2020 Jan 29, 2021	SELL	$23.48 - $28.35 $160,133 - $193,347	-6,820 Reduced 21.23%	25,302 $715,000
Q3 2020 Nov 05, 2020	BUY	$23.37 - $25.29 $339,846 - $367,767	14,542 Added 82.72%	32,122 $762,000
Q2 2020 Jul 23, 2020	SELL	$19.93 - $24.85 $66,745 - $83,222	-3,349 Reduced 16.0%	17,580 $412,000
Q1 2020 May 05, 2020	SELL	$18.64 - $30.37 $119,296 - $194,368	-6,400 Reduced 23.42%	20,929 $430,000
Q4 2019 Jan 30, 2020	BUY	$27.01 - $29.91 $132,051 - $146,229	4,889 Added 21.79%	27,329 $815,000
Q3 2019 Nov 01, 2019	BUY	$27.31 - $28.2 $29,849 - $30,822	1,093 Added 5.12%	22,440 $614,000
Q2 2019 Jul 26, 2019	SELL	N/A	-1,312 Reduced 5.79%	21,347 $614,000
Q1 2019 Apr 24, 2019	SELL	N/A	-3,566 Reduced 13.6%	22,659 $628,000
Q4 2018 Feb 01, 2019	SELL	N/A	-384 Reduced 1.44%	26,225 $677,000
Q3 2018 Oct 25, 2018	BUY	N/A	7,287 Added 37.71%	26,609 $767,000
Q2 2018 Jul 20, 2018	BUY	N/A	5,327 Added 38.06%	19,322 $535,000
Q1 2018 Apr 18, 2018	BUY	N/A	6,625 Added 89.89%	13,995 $437,000
Q4 2017 Jan 17, 2018	SELL	N/A	-343 Reduced 4.45%	7,370 $219,000
Q3 2017 Oct 17, 2017	BUY	N/A	7,713	7,713 $221,000

Others Institutions Holding FNDE

# of Institutions

434

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

More about FNDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Schwab Fundamental Emerging Mk Transaction History