Johnson & White Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Johnson & White Wealth Management’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	$1.63M	Sell	41,144 -1,202	-3%	-$48.6K	0.61%	39
2026 Q1	$1.62M	Sell	42,346 -2,265	-5%	-$87.3K	0.69%	35
2025 Q4	$1.61M	Sell	44,611 -1,298	-3%	-$47.4K	0.7%	35
2025 Q3	$1.66M	Buy	45,909 +1,302	+3%	+$44.9K	0.76%	34
2025 Q2	$1.47M	Buy	+44,607	New	+$1.39M	0.74%	34

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 & White Wealth Management's FNDE Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.8% in Q2 2026, selling an estimated $48.6K and leaving 41,144 shares worth $1.63M. The position accounts for 0.61% of the portfolio, ranked #39.

Johnson & White Wealth Management first reported a position in FNDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q3 2025. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Johnson & White Wealth Management held 41,144 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.63M as of Q2 2026.
Johnson & White Wealth Management sold 1,202 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $48.6K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.61% of Johnson & White Wealth Management's portfolio in Q2 2026, its #39 holding.
Johnson & White Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
Johnson & White Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.66M in Q3 2025.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.