Berger Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Berger Financial 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	$313K	Sell	7,893 -2,405	-23%	-$97.3K	0.02%	377
2026 Q1	$394K	Sell	10,298 -39	-0.4%	-$1.5K	0.02%	323
2025 Q4	$373K	Buy	10,337 +3,413	+49%	+$125K	0.02%	331
2025 Q3	$250K	Buy	+6,924	New	+$239K	0.02%	387

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

Berger Financial Group's FNDE Position: Q2 2026 in Review

Berger Financial Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 23% in Q2 2026, selling an estimated $97.3K and leaving 7,893 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #377.

Berger Financial Group first reported a position in FNDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $394K in Q1 2026. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Berger Financial Group held 7,893 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $313K as of Q2 2026.
Berger Financial Group sold 2,405 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $97.3K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #377 holding.
Berger Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
Berger Financial Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $394K in Q1 2026.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.