1620 Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

1620 Investment Advisors’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 Q2	$15K	Hold	379	–	–	0.01%	444
2026 Q1	$14.5K	Hold	379	–	–	0.01%	421
2025 Q4	$13.7K	Hold	379	–	–	0.01%	426
2025 Q3	$13.7K	Hold	379	–	–	0.01%	425
2025 Q2	$12.5K	Hold	379	–	–	0.01%	436
2025 Q1	$11.7K	Hold	379	–	–	0.01%	428
2024 Q4	$11K	Hold	379	–	–	0.01%	443
2024 Q3	$23.5K	Hold	379	–	–	0.02%	383
2024 Q2	$11.2K	Buy	+379	New	+$11K	0.01%	449

Other funds holding FNDE

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

1620 Investment Advisors's FNDE Position: Q2 2026 in Review

1620 Investment Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 379 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #444.

1620 Investment Advisors first reported a position in FNDE in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.5K in Q3 2024. 105 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

1620 Investment Advisors held 379 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $15K as of Q2 2026.
1620 Investment Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #444 holding.
1620 Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $23.5K in Q3 2024.
105 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.