Balanced Wealth Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Balanced Wealth Group’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	$12.5M	Buy	314,528 +5,910	+2%	+$239K	3.95%	6
2026 Q1	$11.8M	Buy	308,618 +16,070	+5%	+$620K	4.23%	9
2025 Q4	$10.6M	Buy	+292,548	New	+$10.7M	3.89%	10

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

Balanced Wealth Group's FNDE Position: Q2 2026 in Review

Balanced Wealth Group increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.9% in Q2 2026, buying an estimated $239K and bringing the position to 314,528 shares worth $12.5M. The position accounts for 3.95% of the portfolio, ranked #6.

Balanced Wealth Group first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Balanced Wealth Group held 314,528 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $12.5M as of Q2 2026.
Balanced Wealth Group bought 5,910 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $239K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 3.95% of Balanced Wealth Group's portfolio in Q2 2026, its #6 holding.
Balanced Wealth Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.