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BFI Wealth Solutions’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

BFI Wealth Solutions’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 		$2.86M Buy
72,169
+18,773
+35% +$759K 2.12% 14
2026
Q1 		$2.05M Sell
53,396
-25,593
-32% -$987K 1.96% 16
2025
Q4 		$2.85M Buy
+78,989
New +$2.88M 2.71% 9

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 22.96% 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

BFI Wealth Solutions's FNDE Position: Q2 2026 in Review

BFI Wealth Solutions increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 35% in Q2 2026, buying an estimated $759K and bringing the position to 72,169 shares worth $2.86M. The position accounts for 2.12% of the portfolio, ranked #14.

BFI Wealth Solutions 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.

  • BFI Wealth Solutions held 72,169 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.86M as of Q2 2026.
  • BFI Wealth Solutions bought 18,773 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $759K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.12% of BFI Wealth Solutions's portfolio in Q2 2026, its #14 holding.
  • BFI Wealth Solutions 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 BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.