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BFSG LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

BFSG LLC’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 		$24.5K Buy
+617
New +$25K ﹤0.01% 492

Other funds holding FNDE

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFSG LLC's FNDE Position: Q2 2026 in Review

BFSG LLC opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026: 617 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

116 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • BFSG LLC held 617 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $24.5K as of Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new BFSG LLC position in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #492 holding.
  • 116 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.