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Mogy Joel R Investment Counsel’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Mogy Joel R Investment Counsel’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 		$1.86K Hold
47
– – ﹤0.01% 120
2026
Q1 		$1.8K Hold
47
– – ﹤0.01% 113
2025
Q4 		$1.7K Hold
47
– – ﹤0.01% 114
2025
Q3 		$1.7K Sell
47
-476
-91% -$16.4K ﹤0.01% 119
2025
Q2 		$17.3K Buy
+523
New +$16.3K ﹤0.01% 118

Other funds holding FNDE

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Mogy Joel R Investment Counsel's FNDE Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 47 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Mogy Joel R Investment Counsel first reported a position in FNDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.3K in Q2 2025. 259 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Mogy Joel R Investment Counsel held 47 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.86K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #120 holding.
  • Mogy Joel R Investment Counsel first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Mogy Joel R Investment Counsel's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $17.3K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.