Kingswood 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
$538K Buy
13,568
+1,591
+13% +$64.3K 0.02% 591
2026
Q1
$458K Buy
11,977
+698
+6% +$26.9K 0.02% 570
2025
Q4
$407K Sell
11,279
-882
-7% -$32.2K 0.02% 582
2025
Q3
$440K Buy
12,161
+151
+1% +$5.2K 0.03% 513
2025
Q2
$396K Buy
12,010
+949
+9% +$29.5K 0.03% 484
2025
Q1
$341K Buy
11,061
+29
+0.3% +$876 0.03% 499
2024
Q4
$320K Buy
+11,032
New +$344K 0.02% 584

Other funds holding FNDE

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

Kingswood Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 13% in Q2 2026, buying an estimated $64.3K and bringing the position to 13,568 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #591.

Kingswood Wealth Advisors first reported a position in FNDE in Q4 2024 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Kingswood Wealth Advisors held 13,568 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $538K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,591 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $64.3K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #591 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.