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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20.8K Buy
544
+16
+3% +$617 ﹤0.01% 2480
2025
Q4
$19K Hold
528
﹤0.01% 2417
2025
Q3
$19.1K Hold
528
﹤0.01% 2392
2025
Q2
$17.4K Hold
528
﹤0.01% 2405
2025
Q1
$16.3K Buy
528
+299
+131% +$9.04K ﹤0.01% 1811
2024
Q4
$6.65K Buy
+229
New +$7.13K ﹤0.01% 2211
2024
Q1
Sell
-329
Closed -$8.93K 2930
2023
Q4
$8.93K Buy
329
+148
+82% +$3.88K ﹤0.01% 1605
2023
Q3
$4.75K Buy
181
+116
+178% +$3.12K ﹤0.01% 1727
2023
Q2
$1.74K Buy
+65
New +$1.73K ﹤0.01% 2068

Other funds holding FNDE

EverSource Wealth Advisors's FNDE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 3% in Q1 2026, buying an estimated $617 and bringing the position to 544 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

EverSource Wealth Advisors first reported a position in FNDE in Q2 2023 and has held it in 9 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • EverSource Wealth Advisors held 544 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $20.8K as of Q1 2026.
  • EverSource Wealth Advisors bought 16 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $617.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2480 holding.
  • EverSource Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and has held it in 9 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.