Concord Wealth Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Concord Wealth 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 Q1	$2.81M	Buy	73,369 +706	+1%	+$27.2K	0.36%	70
2025 Q4	$2.62M	Buy	72,663 +2,028	+3%	+$74K	0.34%	70
2025 Q3	$2.55M	Buy	70,635 +161	+0.2%	+$5.55K	0.35%	70
2025 Q2	$2.33M	Buy	70,474 +1,389	+2%	+$43.2K	0.34%	71
2025 Q1	$2.13M	Buy	69,085 +8,794	+15%	+$266K	0.35%	68
2024 Q4	$1.75M	Buy	+60,291	New	+$1.88M	0.29%	75
2023 Q4	–	Sell	-111	Closed	-$2.91K	–	890
2023 Q3	$2.91K	Hold	111	–	–	﹤0.01%	809
2023 Q2	$2.97K	Buy	111 +1	+0.9%	+$27	﹤0.01%	806
2023 Q1	$2.86K	Hold	110	–	–	﹤0.01%	759
2022 Q4	$2.72K	Buy	+110	New	+$2.7K	﹤0.01%	887
2022 Q3	–	Sell	-206	Closed	-$5K	–	506
2022 Q2	$5K	Sell	206 -26	-11%	-$712	﹤0.01%	816
2022 Q1	$7K	Buy	232 +14	+6%	+$427	﹤0.01%	839
2021 Q4	$7K	Buy	218 +77	+55%	+$2.46K	﹤0.01%	864
2021 Q3	$5K	Hold	141	–	–	﹤0.01%	579
2021 Q2	$5K	Buy	141 +18	+15%	+$574	﹤0.01%	731
2021 Q1	$4K	Hold	123	–	–	﹤0.01%	714
2020 Q4	$3K	Buy	+123	New	+$3.21K	﹤0.01%	468

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concord Wealth Partners's FNDE Position: Q1 2026 in Review

Concord Wealth Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.97% in Q1 2026, buying an estimated $27.2K and bringing the position to 73,369 shares worth $2.81M. The position accounts for 0.36% of the portfolio, ranked #70.

Concord Wealth Partners first reported a position in FNDE in Q4 2020 and has held it in 17 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Concord Wealth Partners held 73,369 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.81M as of Q1 2026.
Concord Wealth Partners bought 706 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $27.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.36% of Concord Wealth Partners's portfolio in Q1 2026, its #70 holding.
Concord Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and has held it in 17 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.