EWP
FNDE icon

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

Elevation 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
Q2 		$120K Sell
3,013
-347
-10% -$14K 0.04% 175
2026
Q1 		$129K Sell
3,360
-360
-10% -$13.9K 0.05% 152
2025
Q4 		$134K Buy
3,720
+95
+3% +$3.47K 0.05% 146
2025
Q3 		$131K Hold
3,625
– – 0.05% 149
2025
Q2 		$120K Buy
3,625
+16
+0.4% +$497 0.05% 156
2025
Q1 		$111K Sell
3,609
-5
-0.1% -$151 0.05% 159
2024
Q4 		$105K Sell
3,614
-125
-3% -$3.9K 0.04% 162
2024
Q3 		$121K Buy
3,739
+17
+0.5% +$508 0.05% 150
2024
Q2 		$110K Sell
3,722
-20
-0.5% -$581 0.05% 149
2024
Q1 		$104K Sell
3,742
-194
-5% -$5.24K 0.05% 157
2023
Q4 		$103K Hold
3,936
– – 0.06% 148
2023
Q3 		$103K Sell
3,936
-120
-3% -$3.23K 0.09% 91
2023
Q2 		$109K Buy
4,056
+309
+8% +$8.2K 0.09% 93
2023
Q1 		$97.6K Buy
+3,747
New +$97.6K 0.09% 105

Other funds holding FNDE

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Elevation Wealth Partners's FNDE Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 10% in Q2 2026, selling an estimated $14K and leaving 3,013 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #175.

Elevation Wealth Partners first reported a position in FNDE in Q1 2023 and has held it in 14 quarters since. The position peaked at $134K in Q4 2025. 198 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Elevation Wealth Partners held 3,013 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $120K as of Q2 2026.
  • Elevation Wealth Partners sold 347 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $14K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Elevation Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $134K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.