21 West Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

21 West Wealth Management’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	$1.34M	Sell	33,765 -921	-3%	-$37.2K	1.14%	29
2026 Q1	$1.33M	Sell	34,686 -2,321	-6%	-$89.5K	1.23%	29
2025 Q4	$1.33M	Buy	37,007 +241	+0.7%	+$8.8K	1.22%	30
2025 Q3	$1.33M	Sell	36,766 -2	-0%	-$69	1.26%	30
2025 Q2	$1.21M	Buy	+36,768	New	+$1.14M	1.22%	32

Other funds holding FNDE

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

21 West Wealth Management's FNDE Position: Q2 2026 in Review

21 West Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.7% in Q2 2026, selling an estimated $37.2K and leaving 33,765 shares worth $1.34M. The position accounts for 1.14% of the portfolio, ranked #29.

21 West Wealth Management first reported a position in FNDE in Q2 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

21 West Wealth Management held 33,765 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.34M as of Q2 2026.
21 West Wealth Management sold 921 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $37.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 1.14% of 21 West Wealth Management's portfolio in Q2 2026, its #29 holding.
21 West Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.