Cornerstone Planning Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Cornerstone Planning 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	$17.7M	Buy	432,725 +16,463	+4%	+$666K	2.23%	12
2026 Q1	$17M	Buy	416,262 +63,070	+18%	+$2.43M	2.27%	12
2025 Q4	$14.1M	Buy	353,192 +351,128	+17,012%	+$12.8M	2.2%	14
2025 Q3	$90.9K	Sell	2,064 -315,944	-99%	-$10.9M	0.01%	222
2025 Q2	$10.7M	Buy	318,008 +317,956	+611,454%	+$9.88M	2.18%	16
2025 Q1	$1.55K	Buy	+52	New	+$1.57K	﹤0.01%	1040
2024 Q4	–	Sell	-106	Closed	-$3.36K	–	1434
2024 Q3	$3.36K	Hold	106	–	–	﹤0.01%	655
2024 Q2	$2.97K	Buy	106 +1	+1%	+$29	﹤0.01%	686
2024 Q1	$3.07K	Sell	105 -126	-55%	-$3.4K	﹤0.01%	595
2023 Q4	$6.27K	Sell	231 -33	-13%	-$866	﹤0.01%	498
2023 Q3	$6.92K	Sell	264 -1,581	-86%	-$42.5K	﹤0.01%	491
2023 Q2	$49.4K	Buy	+1,845	New	+$49K	0.02%	249
2022 Q4	$115K	Buy	+4,309	New	+$106K	0.05%	143

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

Cornerstone Planning Group's FNDE Position: Q2 2026 in Review

Cornerstone Planning Group increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 4% in Q2 2026, buying an estimated $666K and bringing the position to 432,725 shares worth $17.7M. The position accounts for 2.23% of the portfolio, ranked #12.

Cornerstone Planning Group first reported a position in FNDE in Q4 2022 and has held it in 13 quarters since. 494 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Cornerstone Planning Group held 432,725 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $17.7M as of Q2 2026.
Cornerstone Planning Group bought 16,463 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $666K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.23% of Cornerstone Planning Group's portfolio in Q2 2026, its #12 holding.
Cornerstone Planning Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and has held it in 13 quarters since.
494 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.