Golden Bell Financial Planning’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Golden Bell Financial Planning’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	$319K	Sell	8,039 -72	-0.9%	-$2.91K	0.23%	31
2026 Q1	$310K	Hold	8,111	–	–	0.25%	29
2025 Q4	$292K	Hold	8,111	–	–	0.24%	31
2025 Q3	$293K	Hold	8,111	–	–	0.25%	30
2025 Q2	$268K	Hold	8,111	–	–	0.25%	29
2025 Q1	$250K	Hold	8,111	–	–	0.24%	30
2024 Q4	$236K	Buy	+8,111	New	+$253K	0.24%	32

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

Golden Bell Financial Planning's FNDE Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.89% in Q2 2026, selling an estimated $2.91K and leaving 8,039 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #31.

Golden Bell Financial Planning first reported a position in FNDE in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Golden Bell Financial Planning held 8,039 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $319K as of Q2 2026.
Golden Bell Financial Planning sold 72 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $2.91K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.23% of Golden Bell Financial Planning's portfolio in Q2 2026, its #31 holding.
Golden Bell Financial Planning first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.