LBMC Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

LBMC Investment Advisors’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	$347K	Hold	8,735	–	–	0.02%	188
2026 Q1	$334K	Hold	8,735	–	–	0.02%	191
2025 Q4	$315K	Hold	8,735	–	–	0.02%	184
2025 Q3	$316K	Hold	8,735	–	–	0.02%	190
2025 Q2	$288K	Hold	8,735	–	–	0.02%	178
2025 Q1	$269K	Hold	8,735	–	–	0.02%	172
2024 Q4	$254K	Hold	8,735	–	–	0.02%	171
2024 Q3	$282K	Hold	8,735	–	–	0.02%	159
2024 Q2	$258K	Hold	8,735	–	–	0.02%	156
2024 Q1	$242K	Hold	8,735	–	–	0.02%	163
2023 Q4	$237K	Hold	8,735	–	–	0.02%	145
2023 Q3	$224K	Hold	8,735	–	–	0.02%	140
2023 Q2	$234K	Hold	8,735	–	–	0.02%	148
2023 Q1	$228K	Hold	8,735	–	–	0.02%	151
2022 Q4	$216K	Hold	8,735	–	–	0.02%	146
2022 Q3	$205K	Hold	8,735	–	–	0.02%	147
2022 Q2	$226K	Hold	8,735	–	–	0.02%	139
2022 Q1	$253K	Hold	8,735	–	–	0.02%	137
2021 Q4	$271K	Sell	8,735 -3,359	-28%	-$107K	0.02%	139
2021 Q3	$279K	Buy	12,094 +4,201	+53%	+$134K	0.03%	130
2021 Q2	$255K	Sell	7,893 -1,060	-12%	-$33.8K	0.02%	142
2021 Q1	$275K	Buy	8,953 +1,060	+13%	+$31.9K	0.03%	109
2020 Q4	$223K	Buy	+7,893	New	+$206K	0.03%	122
2020 Q1	–	Sell	-7,893	Closed	-$236K	–	99
2019 Q4	$236K	Hold	7,893	–	–	0.03%	88
2019 Q3	$216K	Hold	7,893	–	–	0.03%	88
2019 Q2	$227K	Hold	7,893	–	–	0.03%	88
2019 Q1	$219K	Hold	7,893	–	–	0.03%	91
2018 Q4	$204K	Hold	7,893	–	–	0.04%	88
2018 Q3	$227K	Hold	7,893	–	–	0.04%	94
2018 Q2	$218K	Buy	+7,893	New	+$235K	0.04%	95

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

LBMC Investment Advisors's FNDE Position: Q2 2026 in Review

LBMC Investment Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 8,735 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #188.

LBMC Investment Advisors first reported a position in FNDE in Q2 2018 and has held it in 30 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

LBMC Investment Advisors held 8,735 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $347K as of Q2 2026.
LBMC Investment Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #188 holding.
LBMC Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and has held it in 30 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.