Aptus Capital Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Aptus Capital 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	$283K	Buy	7,141 +1,561	+28%	+$63.1K	﹤0.01%	975
2026 Q1	$213K	Hold	5,580	–	–	﹤0.01%	993
2025 Q4	$201K	Buy	5,580 +90	+2%	+$3.29K	﹤0.01%	1034
2025 Q3	$199K	Buy	5,490 +426	+8%	+$14.7K	﹤0.01%	986
2025 Q2	$167K	Buy	5,064 +335	+7%	+$10.4K	﹤0.01%	983
2025 Q1	$146K	Hold	4,729	–	–	﹤0.01%	950
2024 Q4	$137K	Buy	4,729 +281	+6%	+$8.76K	﹤0.01%	955
2024 Q3	$144K	Sell	4,448 -595	-12%	-$17.8K	﹤0.01%	808
2024 Q2	$149K	Buy	5,043 +4,614	+1,076%	+$134K	﹤0.01%	764
2024 Q1	$11.9K	Buy	429 +124	+41%	+$3.35K	﹤0.01%	1016
2023 Q4	$8.28K	Sell	305 -171	-36%	-$4.49K	﹤0.01%	810
2023 Q3	$12.5K	Sell	476 -200	-30%	-$5.38K	﹤0.01%	785
2023 Q2	$18.1K	Buy	676 +505	+295%	+$13.4K	﹤0.01%	662
2023 Q1	$4.46K	Buy	+171	New	+$4.45K	﹤0.01%	732
2022 Q1	–	Sell	-157	Closed	-$5K	–	698
2021 Q4	$5K	Hold	157	–	–	﹤0.01%	518
2021 Q3	$5K	Hold	157	–	–	﹤0.01%	492
2021 Q2	$5K	Hold	157	–	–	﹤0.01%	519
2021 Q1	$5K	Hold	157	–	–	﹤0.01%	479
2020 Q4	$4K	Sell	157 -500	-76%	-$13K	﹤0.01%	439
2020 Q3	$15K	Hold	657	–	–	﹤0.01%	400
2020 Q2	$15K	Sell	657 -1,037	-61%	-$23.2K	﹤0.01%	362
2020 Q1	$34K	Sell	1,694 -24	-1%	-$629	﹤0.01%	326
2019 Q4	$51K	Buy	1,718 +94	+6%	+$2.71K	﹤0.01%	397
2019 Q3	$44K	Buy	+1,624	New	+$45K	﹤0.01%	396

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

Aptus Capital Advisors's FNDE Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 28% in Q2 2026, buying an estimated $63.1K and bringing the position to 7,141 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Aptus Capital Advisors first reported a position in FNDE in Q3 2019 and has held it in 24 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Aptus Capital Advisors held 7,141 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $283K as of Q2 2026.
Aptus Capital Advisors bought 1,561 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $63.1K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #975 holding.
Aptus Capital Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2019 and has held it in 24 quarters since.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.