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Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-348
Closed -$13.3K – 442
2026
Q1 		$13.3K Buy
+348
New +$13.4K ﹤0.01% 524
2025
Q3 		– Sell
-348
Closed -$11.5K – 411
2025
Q2 		$11.5K Sell
348
-21
-6% -$653 ﹤0.01% 476
2025
Q1 		$11.4K Hold
369
– – ﹤0.01% 456
2024
Q4 		$10.7K Buy
+369
New +$11.5K ﹤0.01% 440

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FNDE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 348 shares — an estimated $13.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FNDE in Q4 2024 and held it in 4 quarters. The position peaked at $13.3K in Q1 2026. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 348 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $13.3K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $13.3K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.