Merit Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Merit Financial Group’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	$1.44M	Sell	36,251 -3,135	-8%	-$127K	0.01%	892
2026 Q1	$1.51M	Sell	39,386 -3,096	-7%	-$119K	0.01%	804
2025 Q4	$1.53M	Sell	42,482 -1,913	-4%	-$69.8K	0.01%	750
2025 Q3	$1.61M	Sell	44,395 -2,905	-6%	-$100K	0.01%	656
2025 Q2	$1.56M	Sell	47,300 -6,296	-12%	-$196K	0.02%	608
2025 Q1	$1.65M	Sell	53,596 -53,994	-50%	-$1.63M	0.02%	487
2024 Q4	$3.13M	Sell	107,590 -2,367	-2%	-$73.8K	0.06%	266
2024 Q3	$3.55M	Buy	+109,957	New	+$3.29M	0.08%	198

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

Merit Financial Group's FNDE Position: Q2 2026 in Review

Merit Financial Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 8% in Q2 2026, selling an estimated $127K and leaving 36,251 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #892.

Merit Financial Group first reported a position in FNDE in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.55M in Q3 2024. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Merit Financial Group held 36,251 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.44M as of Q2 2026.
Merit Financial Group sold 3,135 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $127K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #892 holding.
Merit Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.55M in Q3 2024.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.