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Lloyd Advisory Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Lloyd Advisory Services’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 		– Sell
-228
Closed -$8.72K – 760
2026
Q1 		$8.72K Buy
+228
New +$8.79K ﹤0.01% 494

Other funds holding FNDE

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lloyd Advisory Services's FNDE Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 228 shares — an estimated $8.72K sold.

Lloyd Advisory Services first reported a position in FNDE in Q1 2026 and held it in 1 quarter. The position peaked at $8.72K in Q1 2026. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 228 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $8.72K.
  • Lloyd Advisory Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $8.72K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.