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

Diversify Wealth Management’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	$1.09M	Sell	26,894 -4,780	-15%	-$193K	0.02%	599
2026 Q1	$1.27M	Buy	31,674 +6,326	+25%	+$244K	0.02%	520
2025 Q4	$952K	Buy	+25,348	New	+$925K	0.04%	328

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 22.9% 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

Diversify Wealth Management's FNDE Position: Q2 2026 in Review

Diversify Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 15% in Q2 2026, selling an estimated $193K and leaving 26,894 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #599.

Diversify Wealth Management first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2026. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Diversify Wealth Management held 26,894 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.09M as of Q2 2026.
Diversify Wealth Management sold 4,780 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $193K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #599 holding.
Diversify Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.27M in Q1 2026.
499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.