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

Foster Victor Wealth Advisors’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	$1.69M	Buy	41,786 +9,573	+30%	+$387K	0.09%	124
2026 Q1	$1.3M	Buy	+32,213	New	+$1.24M	0.07%	119
2021 Q4	–	Sell	-8,263	Closed	-$266K	–	146
2021 Q3	$266K	Sell	8,263 -43	-0.5%	-$1.37K	0.04%	121
2021 Q2	$268K	Sell	8,306 -269	-3%	-$8.57K	0.04%	125
2021 Q1	$263K	Sell	8,575 -437	-5%	-$13.1K	0.05%	121
2020 Q4	$255K	Buy	9,012 +129	+1%	+$3.37K	0.06%	122
2020 Q3	$211K	Buy	8,883 +185	+2%	+$4.56K	0.06%	125
2020 Q2	$204K	Buy	+8,698	New	+$195K	0.07%	117
2020 Q1	–	Sell	-7,803	Closed	-$233K	–	104
2019 Q4	$233K	Buy	7,803 +306	+4%	+$8.8K	0.1%	97
2019 Q3	$204K	Buy	7,497 +144	+2%	+$3.99K	0.11%	89
2019 Q2	$213K	Buy	+7,353	New	+$206K	0.16%	88

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

Foster Victor Wealth Advisors's FNDE Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 30% in Q2 2026, buying an estimated $387K and bringing the position to 41,786 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #124.

Foster Victor Wealth Advisors first reported a position in FNDE in Q2 2019 and has held it in 11 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Foster Victor Wealth Advisors held 41,786 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.69M as of Q2 2026.
Foster Victor Wealth Advisors bought 9,573 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $387K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.09% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Foster Victor Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2019 and has held it in 11 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.