Lugano Financial Advisors SA (LFA)’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$13M	Sell	328,425 -6,135	-2%	-$248K	7.84%	2
2026 Q1	$12.8M	Buy	334,560 +121,403	+57%	+$4.68M	6.51%	4
2025 Q4	$7.69M	Sell	213,157 -746	-0.3%	-$27.2K	3.97%	5
2025 Q3	$7.73M	Buy	+213,903	New	+$7.37M	4.08%	5

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

Lugano Financial Advisors SA (LFA)'s FNDE Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.8% in Q2 2026, selling an estimated $248K and leaving 328,425 shares worth $13M. The position accounts for 7.84% of the portfolio, ranked #2.

Lugano Financial Advisors SA (LFA) first reported a position in FNDE in Q3 2025 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 328,425 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $13M as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 6,135 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $248K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 7.84% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #2 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
494 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.