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Laurel Wealth Planning’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Laurel Wealth Planning’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
Q1 		$5.9M Sell
154,232
-3,192
-2% -$123K 3.11% 12
2025
Q4 		$5.68M Buy
157,424
+3,565
+2% +$130K 3.15% 12
2025
Q3 		$5.56M Sell
153,859
-3,555
-2% -$123K 2.94% 13
2025
Q2 		$5.2M Buy
157,414
+4,623
+3% +$144K 2.95% 14
2025
Q1 		$4.71M Buy
+152,791
New +$4.62M 3.13% 13

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Laurel Wealth Planning's FNDE Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2% in Q1 2026, selling an estimated $123K and leaving 154,232 shares worth $5.9M. The position accounts for 3.11% of the portfolio, ranked #12.

Laurel Wealth Planning first reported a position in FNDE in Q1 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Laurel Wealth Planning held 154,232 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $5.9M as of Q1 2026.
  • Laurel Wealth Planning sold 3,192 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $123K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 3.11% of Laurel Wealth Planning's portfolio in Q1 2026, its #12 holding.
  • Laurel Wealth Planning first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.