Advyzon Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Advyzon Investment 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	$478K	Buy	12,051 +1,658	+16%	+$67K	0.03%	493
2026 Q1	$398K	Buy	10,393 +1,596	+18%	+$61.5K	0.04%	461
2025 Q4	$317K	Buy	8,797 +2,292	+35%	+$83.7K	0.04%	433
2025 Q3	$235K	Buy	+6,505	New	+$224K	0.04%	386

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advyzon Investment Management's FNDE Position: Q2 2026 in Review

Advyzon Investment Management increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 16% in Q2 2026, buying an estimated $67K and bringing the position to 12,051 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #493.

Advyzon Investment Management first reported a position in FNDE in Q3 2025 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Advyzon Investment Management held 12,051 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $478K as of Q2 2026.
Advyzon Investment Management bought 1,658 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $67K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #493 holding.
Advyzon Investment Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.