Chicago Partners Investment Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Chicago Partners Investment 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	$247K	Buy	+6,087	New	+$246K	﹤0.01%	1336
2025 Q4	–	Sell	-5,821	Closed	-$217K	–	1313
2025 Q3	$217K	Buy	+5,821	New	+$201K	0.01%	1131
2018 Q4	–	Sell	-451	Closed	-$12K	–	532
2018 Q3	$12K	Hold	451	–	–	﹤0.01%	776
2018 Q2	$12K	Hold	451	–	–	﹤0.01%	767
2018 Q1	$14K	Hold	451	–	–	﹤0.01%	710
2017 Q4	$13K	Hold	451	–	–	﹤0.01%	700
2017 Q3	$13K	Buy	+451	New	+$12.7K	﹤0.01%	728

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 22.9% 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

Chicago Partners Investment Group's FNDE Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026: 6,087 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in FNDE as recently as Q3 2025.

Chicago Partners Investment Group first reported a position in FNDE in Q3 2017 and has held it in 7 quarters since. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Chicago Partners Investment Group held 6,087 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $247K as of Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Chicago Partners Investment Group position in Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1336 holding.
Chicago Partners Investment Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2017 and has held it in 7 quarters since.
499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.