Mission Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Mission Wealth Management’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	$1.79M	Buy	45,153 +17,505	+63%	+$708K	0.02%	335
2026 Q1	$1.06M	Sell	27,648 -1,830	-6%	-$70.6K	0.02%	321
2025 Q4	$1.06M	Sell	29,478 -4,975	-14%	-$182K	0.02%	320
2025 Q3	$1.25M	Buy	34,453 +27,186	+374%	+$937K	0.02%	294
2025 Q2	$240K	Buy	7,267 +704	+11%	+$21.9K	0.01%	618
2025 Q1	$202K	Sell	6,563 -1,114	-15%	-$33.7K	0.01%	642
2024 Q4	$223K	Buy	7,677 +1,254	+20%	+$39.1K	0.01%	605
2024 Q3	$207K	Buy	+6,423	New	+$192K	0.01%	632

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

Mission Wealth Management's FNDE Position: Q2 2026 in Review

Mission Wealth Management increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 63% in Q2 2026, buying an estimated $708K and bringing the position to 45,153 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #335.

Mission Wealth Management first reported a position in FNDE in Q3 2024 and has held it in 8 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Mission Wealth Management held 45,153 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.79M as of Q2 2026.
Mission Wealth Management bought 17,505 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $708K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #335 holding.
Mission Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.