Next Level Wealth Planning
FNDE icon

Next Level Wealth Planning’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Next Level Wealth Planning’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
Q3 		$21.6K Buy
+515
New +$21.3K 0.01% 255

Other funds holding FNDE

Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Next Level Wealth Planning's FNDE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2026: 515 shares worth $21.6K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

315 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

  • Next Level Wealth Planning held 515 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $21.6K as of Q3 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #255 holding.
  • 315 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.