Medallion Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Medallion Wealth 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	$363K	Buy	9,125 +1,204	+15%	+$48.7K	0.11%	166
2026 Q1	$303K	Buy	7,921 +469	+6%	+$18.1K	0.1%	188
2025 Q4	$269K	Buy	7,452 +281	+4%	+$10.3K	0.09%	206
2025 Q3	$259K	Sell	7,171 -279	-4%	-$9.62K	0.09%	200
2025 Q2	$247K	Buy	7,450 +163	+2%	+$5.07K	0.1%	200
2025 Q1	$225K	Sell	7,287 -573	-7%	-$17.3K	0.1%	188
2024 Q4	$228K	Buy	+7,860	New	+$245K	0.11%	173

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

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

Medallion Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 15% in Q2 2026, buying an estimated $48.7K and bringing the position to 9,125 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #166.

Medallion Wealth Advisors first reported a position in FNDE in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Medallion Wealth Advisors held 9,125 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $363K as of Q2 2026.
Medallion Wealth Advisors bought 1,204 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $48.7K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Medallion 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.
498 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.