Ethos Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Ethos Financial 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	$702K	Sell	17,472 -375	-2%	-$15.2K	0.05%	283
2026 Q1	$683K	Sell	17,847 -21,595	-55%	-$833K	0.05%	261
2025 Q4	$1.42M	Buy	+39,442	New	+$1.44M	0.11%	164
2024 Q1	–	Sell	-11,425	Closed	-$310K	–	290
2023 Q4	$310K	Sell	11,425 -7,600	-40%	-$200K	0.07%	196
2023 Q3	$508K	Buy	+19,025	New	+$511K	0.13%	94

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

Ethos Financial Group's FNDE Position: Q2 2026 in Review

Ethos Financial Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.1% in Q2 2026, selling an estimated $15.2K and leaving 17,472 shares worth $702K. The position accounts for 0.05% of the portfolio, ranked #283.

Ethos Financial Group first reported a position in FNDE in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2025. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Ethos Financial Group held 17,472 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $702K as of Q2 2026.
Ethos Financial Group sold 375 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $15.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #283 holding.
Ethos Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and has held it in 5 quarters since.
Ethos Financial Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.42M in Q4 2025.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.