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

Perfromance 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	$2.89M	Buy	75,477 +24,967	+49%	+$963K	0.08%	49
2025 Q4	$1.82M	Buy	50,510 +17,805	+54%	+$650K	0.05%	56
2025 Q3	$1.18M	Buy	32,705 +11,437	+54%	+$394K	0.03%	68
2025 Q2	$702K	Buy	+21,268	New	+$661K	0.02%	87

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

Perfromance Wealth Partners's FNDE Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 49% in Q1 2026, buying an estimated $963K and bringing the position to 75,477 shares worth $2.89M. The position accounts for 0.08% of the portfolio, ranked #49.

Perfromance 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.

Perfromance Wealth Partners held 75,477 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.89M as of Q1 2026.
Perfromance Wealth Partners bought 24,967 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $963K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.08% of Perfromance Wealth Partners's portfolio in Q1 2026, its #49 holding.
Perfromance 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 Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.