Moller Wealth Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Moller Wealth Partners’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	$14.7M	Buy	370,133 +2,802	+0.8%	+$113K	2.66%	15
2026 Q1	$14.1M	Buy	367,331 +13,687	+4%	+$528K	2.77%	15
2025 Q4	$12.8M	Sell	353,644 -12,845	-4%	-$469K	2.67%	15
2025 Q3	$13.3M	Sell	366,489 -9,385	-2%	-$323K	2.76%	15
2025 Q2	$12.4M	Buy	375,874 +15,460	+4%	+$480K	2.74%	15
2025 Q1	$11.1M	Buy	360,414 +32,145	+10%	+$971K	2.74%	15
2024 Q4	$9.54M	Sell	328,269 -4,993	-1%	-$156K	2.51%	15
2024 Q3	$10.8M	Buy	333,262 +480	+0.1%	+$14.3K	2.69%	15
2024 Q2	$9.84M	Sell	332,782 -2,344	-0.7%	-$68.1K	2.63%	15
2024 Q1	$9.3M	Buy	335,126 +4,998	+2%	+$135K	2.52%	15
2023 Q4	$8.96M	Buy	330,128 +18,869	+6%	+$495K	2.53%	15
2023 Q3	$8.16M	Buy	311,259 +6,448	+2%	+$173K	2.59%	15
2023 Q2	$8.16M	Sell	304,811 -5,739	-2%	-$152K	2.49%	16
2023 Q1	$8.09M	Buy	310,550 +6,997	+2%	+$182K	2.5%	16
2022 Q4	$7.52M	Buy	303,553 +37,235	+14%	+$913K	2.42%	17
2022 Q3	$6.24M	Sell	266,318 -443	-0.2%	-$11.3K	2.25%	16
2022 Q2	$6.92M	Buy	266,761 +14,273	+6%	+$391K	2.35%	17
2022 Q1	$7.31M	Buy	252,488 +19,603	+8%	+$598K	2.27%	17
2021 Q4	$7.22M	Buy	232,885 +22,974	+11%	+$734K	2.3%	17
2021 Q3	$6.76M	Buy	209,911 +5,054	+2%	+$161K	2.24%	17
2021 Q2	$6.61M	Buy	204,857 +5,313	+3%	+$169K	2.17%	18
2021 Q1	$6.14M	Buy	199,544 +28,710	+17%	+$863K	2.14%	18
2020 Q4	$4.83M	Buy	170,834 +10,567	+7%	+$276K	2%	19
2020 Q3	$3.8M	Sell	160,267 -4,752	-3%	-$117K	1.7%	20
2020 Q2	$3.86M	Buy	165,019 +39,050	+31%	+$875K	1.69%	20
2020 Q1	$2.59M	Buy	125,969 +42,944	+52%	+$1.13M	1.34%	18
2019 Q4	$2.48M	Buy	83,025 +22,405	+37%	+$645K	1.1%	18
2019 Q3	$1.66M	Buy	60,620 +25,688	+74%	+$711K	0.8%	23
2019 Q2	$1M	Buy	34,932 +26,912	+336%	+$753K	0.51%	28
2019 Q1	$222K	Buy	+8,020	New	+$223K	0.1%	50

Other funds holding FNDE

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Moller Wealth Partners's FNDE Position: Q2 2026 in Review

Moller Wealth Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.76% in Q2 2026, buying an estimated $113K and bringing the position to 370,133 shares worth $14.7M. The position accounts for 2.66% of the portfolio, ranked #15.

Moller Wealth Partners first reported a position in FNDE in Q1 2019 and has held it in 30 quarters since. 187 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Moller Wealth Partners held 370,133 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $14.7M as of Q2 2026.
Moller Wealth Partners bought 2,802 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $113K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 2.66% of Moller Wealth Partners's portfolio in Q2 2026, its #15 holding.
Moller Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 30 quarters since.
187 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.