Foundations Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Foundations Investment 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	$221K	Buy	5,571 +322	+6%	+$13K	﹤0.01%	1098
2026 Q1	$201K	Sell	5,249 -611	-10%	-$23.6K	﹤0.01%	1111
2025 Q4	$211K	Buy	+5,860	New	+$214K	﹤0.01%	1041

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

Foundations Investment Advisors's FNDE Position: Q2 2026 in Review

Foundations Investment Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 6.1% in Q2 2026, buying an estimated $13K and bringing the position to 5,571 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Foundations Investment Advisors first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Foundations Investment Advisors held 5,571 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $221K as of Q2 2026.
Foundations Investment Advisors bought 322 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $13K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1098 holding.
Foundations Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.