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

Modern 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 Q1	$1.62M	Sell	42,397 -3,347	-7%	-$129K	0.03%	333
2025 Q4	$1.65M	Sell	45,744 -128	-0.3%	-$4.67K	0.03%	330
2025 Q3	$1.66M	Sell	45,872 -1,446	-3%	-$49.8K	0.03%	316
2025 Q2	$1.56M	Buy	47,318 +2,798	+6%	+$86.9K	0.04%	298
2025 Q1	$1.37M	Buy	+44,520	New	+$1.35M	0.04%	258

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Modern Wealth Management's FNDE Position: Q1 2026 in Review

Modern Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 7.3% in Q1 2026, selling an estimated $129K and leaving 42,397 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #333.

Modern Wealth Management first reported a position in FNDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q3 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Modern Wealth Management held 42,397 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.62M as of Q1 2026.
Modern Wealth Management sold 3,347 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $129K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #333 holding.
Modern Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
Modern Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.66M in Q3 2025.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.