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Peak Retirement Planning’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Peak Retirement 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
Q2 		$190K Buy
+4,799
New +$194K 0.03% 193

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Peak Retirement Planning's FNDE Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026: 4,799 shares worth $190K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

491 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Peak Retirement Planning held 4,799 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $190K as of Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new Peak Retirement Planning position in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #193 holding.
  • 491 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.