Perspective Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.18M Buy
181,003
+12,722
+8% +$514K 3.95% 7
2026
Q1
$6.44M Buy
168,281
+16,481
+11% +$636K 4.18% 6
2025
Q4
$5.47M Buy
+151,800
New +$5.54M 3.9% 8

Other funds holding FNDE

Perspective Wealth Advisors's FNDE Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 7.6% in Q2 2026, buying an estimated $514K and bringing the position to 181,003 shares worth $7.18M. The position accounts for 3.95% of the portfolio, ranked #7.

Perspective Wealth Advisors first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Perspective Wealth Advisors held 181,003 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $7.18M as of Q2 2026.
  • Perspective Wealth Advisors bought 12,722 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $514K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 3.95% of Perspective Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Perspective Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.