IVC Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$363K Buy
9,150
+2,249
+33% +$91K 0.14% 115
2026
Q1
$264K Buy
+6,901
New +$266K 0.11% 145

Other funds holding FNDE

IVC Wealth Advisors's FNDE Position: Q2 2026 in Review

IVC Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 33% in Q2 2026, buying an estimated $91K and bringing the position to 9,150 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #115.

IVC Wealth Advisors first reported a position in FNDE in Q1 2026 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • IVC Wealth Advisors held 9,150 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $363K as of Q2 2026.
  • IVC Wealth Advisors bought 2,249 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $91K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • IVC Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.