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

Curio Wealth’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 		– Sell
-19
Closed -$727 – 466
2026
Q1 		$727 Hold
19
– – ﹤0.01% 435
2025
Q4 		$685 Hold
19
– – ﹤0.01% 389
2025
Q3 		$687 Buy
+19
New +$655 ﹤0.01% 257

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 $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Curio Wealth's FNDE Position: Q2 2026 in Review

Curio Wealth sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 19 shares — an estimated $727 sold.

Curio Wealth first reported a position in FNDE in Q3 2025 and held it in 3 quarters. The position peaked at $727 in Q1 2026. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Curio Wealth reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 19 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $727.
  • Curio Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2025 and held it in 3 quarters.
  • Curio Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $727 in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.