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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$57.3K Sell
1,443
-10
-0.7% -$404 0.02% 306
2026
Q1 		$55.6K Sell
1,453
-91
-6% -$3.51K 0.02% 286
2025
Q4 		$55.7K Buy
1,544
+517
+50% +$18.9K 0.02% 288
2025
Q3 		$37.2K Sell
1,027
-1,397
-58% -$48.1K 0.01% 307
2025
Q2 		$80K Buy
2,424
+2
+0.1% +$62 0.03% 215
2025
Q1 		$74.6K Sell
2,422
-46
-2% -$1.39K 0.03% 222
2024
Q4 		$71.7K Sell
2,468
-2
-0.1% -$62 0.03% 218
2024
Q3 		$79.7K Buy
2,470
+7
+0.3% +$209 0.04% 178
2024
Q2 		$72.8K Sell
2,463
-45
-2% -$1.31K 0.04% 176
2024
Q1 		$69.6K Sell
2,508
-4,065
-62% -$110K 0.05% 172
2023
Q4 		$178K Sell
6,573
-52
-0.8% -$1.36K 0.11% 102
2023
Q3 		$174K Sell
6,625
-94
-1% -$2.53K 0.13% 89
2023
Q2 		$180K Sell
6,719
-255
-4% -$6.77K 0.13% 85
2023
Q1 		$182K Sell
6,974
-78
-1% -$2.03K 0.14% 83
2022
Q4 		$175K Buy
+7,052
New +$173K 0.15% 79

Other funds holding FNDE

Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FNDE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.69% in Q2 2026, selling an estimated $404 and leaving 1,443 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #306.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FNDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $182K in Q1 2023. 323 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,443 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $57.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $404.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #306 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $182K in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.