Carson Wealth (CWM LLC)
FNDE icon

Carson Wealth (CWM LLC)’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Carson Wealth (CWM 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
Q1 		$803K Buy
20,979
+1,122
+6% +$43.3K ﹤0.01% 1683
2025
Q4 		$716K Buy
19,857
+7,879
+66% +$288K ﹤0.01% 1697
2025
Q3 		$433K Buy
11,978
+1,038
+9% +$35.8K ﹤0.01% 1887
2025
Q2 		$361K Sell
10,940
-433
-4% -$13.5K ﹤0.01% 1752
2025
Q1 		$350K Sell
11,373
-1,945
-15% -$58.8K ﹤0.01% 1599
2024
Q4 		$387K Sell
13,318
-706
-5% -$22K ﹤0.01% 1483
2024
Q3 		$453K Sell
14,024
-2,767
-16% -$82.7K ﹤0.01% 1359
2024
Q2 		$497K Sell
16,791
-18,478
-52% -$537K ﹤0.01% 1199
2024
Q1 		$979K Sell
35,269
-2,989
-8% -$80.7K ﹤0.01% 862
2023
Q4 		$1.04M Sell
38,258
-11,833
-24% -$311K 0.01% 794
2023
Q3 		$1.31M Buy
50,091
+5,443
+12% +$146K 0.01% 647
2023
Q2 		$1.2M Buy
44,648
+1,065
+2% +$28.3K 0.01% 643
2023
Q1 		$1.14M Buy
43,583
+41,952
+2,572% +$1.09M 0.01% 632
2022
Q4 		$40K Buy
1,631
+1,512
+1,271% +$37.1K ﹤0.01% 1874
2022
Q3 		$3K Sell
119
-279
-70% -$7.11K ﹤0.01% 3297
2022
Q2 		$10K Buy
398
+206
+107% +$5.64K ﹤0.01% 2577
2022
Q1 		$6K Sell
192
-325
-63% -$9.91K ﹤0.01% 2740
2021
Q4 		$16K Buy
+517
New +$16.5K ﹤0.01% 2103
2019
Q1 		– Sell
-131
Closed -$3K – 3055
2018
Q4 		$3K Buy
131
+18
+16% +$488 ﹤0.01% 1655
2018
Q3 		$3K Buy
+113
New +$3.18K ﹤0.01% 1454
2017
Q4 		– Sell
-1,236
Closed -$35K – 1497
2017
Q3 		$35K Hold
1,236
– – ﹤0.01% 585
2017
Q2 		$33K Sell
1,236
-881
-42% -$23.4K ﹤0.01% 547
2017
Q1 		$56K Buy
+2,117
New +$54.9K ﹤0.01% 436

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 $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FNDE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 5.7% in Q1 2026, buying an estimated $43.3K and bringing the position to 20,979 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Carson Wealth (CWM LLC) first reported a position in FNDE in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.31M in Q3 2023. 475 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,979 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $803K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,122 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $43.3K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1683 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2017 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.31M in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.