Goldstone Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Goldstone Financial Group’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	$1.22M	Sell	30,709 -657	-2%	-$26.6K	0.11%	112
2026 Q1	$1.2M	Sell	31,366 -42,021	-57%	-$1.62M	0.13%	108
2025 Q4	$2.65M	Buy	73,387 +9,743	+15%	+$356K	0.29%	63
2025 Q3	$2.3M	Buy	63,644 +5,405	+9%	+$186K	0.27%	65
2025 Q2	$1.95M	Buy	58,239 +5,895	+11%	+$183K	0.26%	65
2025 Q1	$1.61M	Sell	52,344 -1,493	-3%	-$45.1K	0.24%	70
2024 Q4	$1.56M	Buy	53,837 +7,090	+15%	+$221K	0.25%	65
2024 Q3	$1.51M	Buy	46,747 +6,398	+16%	+$191K	0.26%	63
2024 Q2	$1.19M	Buy	40,349 +17,120	+74%	+$497K	0.24%	70
2024 Q1	$645K	Buy	23,229 +517	+2%	+$14K	0.15%	92
2023 Q4	$616K	Buy	22,712 +4,975	+28%	+$131K	0.16%	92
2023 Q3	$465K	Buy	17,737 +3,829	+28%	+$103K	0.14%	98
2023 Q2	$372K	Buy	13,908 +93	+0.7%	+$2.47K	0.11%	106
2023 Q1	$360K	Buy	+13,815	New	+$360K	0.12%	103

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

Goldstone Financial Group's FNDE Position: Q2 2026 in Review

Goldstone Financial Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.1% in Q2 2026, selling an estimated $26.6K and leaving 30,709 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #112.

Goldstone Financial Group first reported a position in FNDE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.65M in Q4 2025. 498 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Goldstone Financial Group held 30,709 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.22M as of Q2 2026.
Goldstone Financial Group sold 657 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $26.6K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.11% of Goldstone Financial Group's portfolio in Q2 2026, its #112 holding.
Goldstone Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.65M in Q4 2025.
498 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.