Independent Advisor Alliance’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Independent Advisor Alliance’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 Q1	$318K	Sell	8,299 -15,116	-65%	-$583K	﹤0.01%	1299
2025 Q4	$844K	Buy	23,415 +17,627	+305%	+$643K	0.02%	514
2025 Q3	$209K	Buy	+5,788	New	+$199K	0.01%	879
2025 Q1	–	Sell	-6,966	Closed	-$202K	–	984
2024 Q4	$202K	Buy	+6,966	New	+$217K	﹤0.01%	1289

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Independent Advisor Alliance's FNDE Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 65% in Q1 2026, selling an estimated $583K and leaving 8,299 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Independent Advisor Alliance first reported a position in FNDE in Q4 2024 and has held it in 4 quarters since. The position peaked at $844K in Q4 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Independent Advisor Alliance held 8,299 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $318K as of Q1 2026.
Independent Advisor Alliance sold 15,116 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $583K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1299 holding.
Independent Advisor Alliance first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and has held it in 4 quarters since.
Independent Advisor Alliance's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $844K in Q4 2025.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.