Appleton Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Appleton Partners’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	$356K	Buy	8,980 +1,728	+24%	+$69.9K	0.02%	226
2026 Q1	$277K	Hold	7,252	–	–	0.02%	241
2025 Q4	$262K	Hold	7,252	–	–	0.02%	240
2025 Q3	$262K	Hold	7,252	–	–	0.02%	234
2025 Q2	$239K	Buy	+7,252	New	+$225K	0.02%	232
2024 Q4	–	Sell	-6,451	Closed	-$208K	–	260
2024 Q3	$208K	Buy	+6,451	New	+$193K	0.02%	251
2024 Q2	–	Sell	-14,589	Closed	-$405K	–	267
2024 Q1	$405K	Buy	14,589 +5,875	+67%	+$159K	0.03%	208
2023 Q4	$236K	Hold	8,714	–	–	0.02%	272
2023 Q3	$228K	Sell	8,714 -1,254	-13%	-$33.7K	0.02%	273
2023 Q2	$267K	Sell	9,968 -283	-3%	-$7.51K	0.02%	263
2023 Q1	$267K	Buy	10,251 +990	+11%	+$25.8K	0.02%	267
2022 Q4	$229K	Sell	9,261 -262	-3%	-$6.42K	0.02%	282
2022 Q3	$223K	Buy	9,523 +520	+6%	+$13.3K	0.02%	274
2022 Q2	$233K	Sell	9,003 -1,881	-17%	-$51.5K	0.02%	276
2022 Q1	$315K	Buy	10,884 +27	+0.2%	+$824	0.03%	250
2021 Q4	$336K	Sell	10,857 -115	-1%	-$3.68K	0.03%	246
2021 Q3	$354K	Buy	10,972 +882	+9%	+$28.1K	0.03%	234
2021 Q2	$325K	Sell	10,090 -315	-3%	-$10K	0.03%	241
2021 Q1	$320K	Buy	+10,405	New	+$313K	0.03%	235

Other funds holding FNDE

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

Appleton Partners's FNDE Position: Q2 2026 in Review

Appleton Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 24% in Q2 2026, buying an estimated $69.9K and bringing the position to 8,980 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #226.

Appleton Partners first reported a position in FNDE in Q1 2021 and has held it in 19 quarters since. The position peaked at $405K in Q1 2024. 130 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Appleton Partners held 8,980 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $356K as of Q2 2026.
Appleton Partners bought 1,728 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $69.9K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #226 holding.
Appleton Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2021 and has held it in 19 quarters since.
Appleton Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $405K in Q1 2024.
130 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.