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Access Financial Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Access Financial Services’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 		$6.82M Buy
171,753
+540
+0.3% +$21.8K 2.23% 11
2026
Q1 		$6.55M Buy
171,213
+9,879
+6% +$381K 2.32% 10
2025
Q4 		$5.82M Buy
161,334
+12,746
+9% +$465K 2.12% 9
2025
Q3 		$5.37M Sell
148,588
-3,332
-2% -$115K 1.95% 10
2025
Q2 		$5.01M Sell
151,920
-1,617
-1% -$50.2K 1.9% 9
2025
Q1 		$4.73M Buy
+153,537
New +$4.64M 1.9% 9

Other funds holding FNDE

JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Access Financial Services's FNDE Position: Q2 2026 in Review

Access Financial Services increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.32% in Q2 2026, buying an estimated $21.8K and bringing the position to 171,753 shares worth $6.82M. The position accounts for 2.23% of the portfolio, ranked #11.

Access Financial Services first reported a position in FNDE in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Access Financial Services held 171,753 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $6.82M as of Q2 2026.
  • Access Financial Services bought 540 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $21.8K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.23% of Access Financial Services's portfolio in Q2 2026, its #11 holding.
  • Access Financial Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.