Birchwood Financial Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Birchwood Financial Partners’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	$3.28M	Buy	82,537 +5,204	+7%	+$210K	2.68%	10
2026 Q1	$2.96M	Buy	77,333 +1,587	+2%	+$61.2K	2.85%	9
2025 Q4	$2.73M	Buy	+75,746	New	+$2.76M	2.71%	9

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

Birchwood Financial Partners's FNDE Position: Q2 2026 in Review

Birchwood Financial Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 6.7% in Q2 2026, buying an estimated $210K and bringing the position to 82,537 shares worth $3.28M. The position accounts for 2.68% of the portfolio, ranked #10.

Birchwood Financial Partners 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.

Birchwood Financial Partners held 82,537 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $3.28M as of Q2 2026.
Birchwood Financial Partners bought 5,204 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $210K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.68% of Birchwood Financial Partners's portfolio in Q2 2026, its #10 holding.
Birchwood Financial Partners 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 Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.