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
Q2
$21K Sell
529
-15
-3% -$607 ﹤0.01% 2392
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: Q2 2026 in Review

EverSource Wealth Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.8% in Q2 2026, selling an estimated $607 and leaving 529 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

EverSource Wealth Advisors first reported a position in FNDE in Q2 2023 and has held it in 10 quarters since. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • EverSource Wealth Advisors held 529 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $21K as of Q2 2026.
  • EverSource Wealth Advisors sold 15 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $607.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2392 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 10 quarters since.
  • 499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.