Johnson Bixby & Associates’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Johnson Bixby & Associates’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	$23.7M	Buy	597,009 +23,956	+4%	+$969K	2.64%	12
2026 Q1	$21.9M	Buy	573,053 +39,120	+7%	+$1.51M	2.72%	12
2025 Q4	$19.3M	Buy	533,933 +102,219	+24%	+$3.73M	2.39%	14
2025 Q3	$15.6M	Buy	431,714 +11,793	+3%	+$406K	2%	13
2025 Q2	$13.9M	Buy	419,921 +20,351	+5%	+$632K	1.9%	14
2025 Q1	$12.3M	Buy	399,570 +66,143	+20%	+$2M	1.84%	13
2024 Q4	$9.69M	Buy	333,427 +9,648	+3%	+$301K	1.48%	17
2024 Q3	$10.4M	Buy	323,779 +55,962	+21%	+$1.67M	1.59%	17
2024 Q2	$7.92M	Buy	267,817 +9,219	+4%	+$268K	1.33%	18
2024 Q1	$7.18M	Buy	258,598 +25,395	+11%	+$686K	1.25%	20
2023 Q4	$6.33M	Buy	233,203 +10,299	+5%	+$270K	1.19%	20
2023 Q3	$5.84M	Buy	222,904 +12,117	+6%	+$326K	1.22%	21
2023 Q2	$5.64M	Buy	210,787 +12,130	+6%	+$322K	1.17%	20
2023 Q1	$5.18M	Buy	198,657 +37,834	+24%	+$986K	1.14%	22
2022 Q4	$3.99M	Buy	160,823 +13,165	+9%	+$323K	0.93%	21
2022 Q3	$3.46M	Sell	147,658 -51,422	-26%	-$1.31M	0.87%	22
2022 Q2	$5.16M	Buy	+199,080	New	+$5.45M	1.26%	21

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

Johnson Bixby & Associates's FNDE Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 4.2% in Q2 2026, buying an estimated $969K and bringing the position to 597,009 shares worth $23.7M. The position accounts for 2.64% of the portfolio, ranked #12.

Johnson Bixby & Associates first reported a position in FNDE in Q2 2022 and has held it in 17 quarters since. 494 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Johnson Bixby & Associates held 597,009 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $23.7M as of Q2 2026.
Johnson Bixby & Associates bought 23,956 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $969K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.64% of Johnson Bixby & Associates's portfolio in Q2 2026, its #12 holding.
Johnson Bixby & Associates first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2022 and has held it in 17 quarters since.
494 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.