Hazlett, Burt & Watson’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Hazlett, Burt & Watson’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	$70K	Buy	1,759 +301	+21%	+$12.2K	0.02%	403
2026 Q1	$57K	Buy	1,458 +303	+26%	+$11.7K	0.02%	428
2025 Q4	$42K	Buy	1,155 +786	+213%	+$28.7K	0.01%	469
2025 Q3	$14K	Buy	369 +160	+77%	+$5.51K	﹤0.01%	616
2025 Q2	$7K	Buy	209 +50	+31%	+$1.55K	﹤0.01%	634
2025 Q1	$5K	Buy	+159	New	+$4.8K	﹤0.01%	649
2023 Q1	–	Sell	-336	Closed	-$8K	–	642
2022 Q4	$8K	Buy	336 +181	+117%	+$4.44K	0.01%	479
2022 Q3	$4K	Buy	+155	New	+$3.95K	﹤0.01%	530

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

Hazlett, Burt & Watson's FNDE Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 21% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,759 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #403.

Hazlett, Burt & Watson first reported a position in FNDE in Q3 2022 and has held it in 8 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Hazlett, Burt & Watson held 1,759 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $70K as of Q2 2026.
Hazlett, Burt & Watson bought 301 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $12.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #403 holding.
Hazlett, Burt & Watson first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2022 and has held it in 8 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.