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

Oak Harbor 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 Q1	$2.72K	Hold	71	–	–	﹤0.01%	266
2025 Q4	$2.56K	Hold	71	–	–	﹤0.01%	268
2025 Q3	$2.57K	Hold	71	–	–	﹤0.01%	244
2025 Q2	$2.34K	Buy	+71	New	+$2.21K	﹤0.01%	238

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

Oak Harbor Wealth Partners's FNDE Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2026 at 71 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Oak Harbor Wealth Partners first reported a position in FNDE in Q2 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Oak Harbor Wealth Partners held 71 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.72K as of Q1 2026.
Oak Harbor Wealth Partners left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #266 holding.
Oak Harbor Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.