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AssuredPartners Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

AssuredPartners Investment 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 		– Sell
-5,314
Closed -$203K – 426
2026
Q1 		$203K Buy
+5,314
New +$205K 0.02% 383

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssuredPartners Investment Advisors's FNDE Position: Q2 2026 in Review

AssuredPartners Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 5,314 shares — an estimated $203K sold.

AssuredPartners Investment Advisors first reported a position in FNDE in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • AssuredPartners Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 5,314 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $203K.
  • AssuredPartners Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $203K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.