CX Institutional’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

CX Institutional’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	$14K	Buy	348 +2	+0.6%	+$81	﹤0.01%	1242
2026 Q1	$13K	Hold	346	–	–	﹤0.01%	1221
2025 Q4	$12K	Buy	346 +12	+4%	+$438	﹤0.01%	1167
2025 Q3	$12K	Hold	334	–	–	﹤0.01%	1170
2025 Q2	$11K	Hold	334	–	–	﹤0.01%	1027
2025 Q1	$10K	Buy	+334	New	+$10.1K	﹤0.01%	1011

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

CX Institutional's FNDE Position: Q2 2026 in Review

CX Institutional increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.58% in Q2 2026, buying an estimated $81 and bringing the position to 348 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

CX Institutional first reported a position in FNDE in Q1 2025 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

CX Institutional held 348 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $14K as of Q2 2026.
CX Institutional bought 2 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $81.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1242 holding.
CX Institutional first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.