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

Independent 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	$284K	Buy	7,153 +1,244	+21%	+$50.3K	0.01%	1277
2026 Q1	$226K	Buy	5,909 +80	+1%	+$3.08K	0.01%	1323
2025 Q4	$210K	Sell	5,829 -62	-1%	-$2.26K	﹤0.01%	1324
2025 Q3	$213K	Buy	+5,891	New	+$203K	0.01%	1258

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

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

Independent Financial Group increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 21% in Q2 2026, buying an estimated $50.3K and bringing the position to 7,153 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1277.

Independent Financial Group first reported a position in FNDE in Q3 2025 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Independent Financial Group held 7,153 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $284K as of Q2 2026.
Independent Financial Group bought 1,244 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $50.3K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1277 holding.
Independent Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.