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COMPASS FINANCIAL MANAGEMENT LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$14.1K Buy
+356
New +$14.4K ﹤0.01% 978

Other funds holding FNDE

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FNDE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026: 356 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 356 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $14.1K as of Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #978 holding.
  • 413 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.