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

Portus Wealth Advisors’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 		– Sell
-43
Closed -$1.65K – 223
2026
Q1 		$1.65K Buy
+43
New +$1.66K ﹤0.01% 309

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

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

Portus Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 43 shares — an estimated $1.65K sold.

Portus Wealth Advisors first reported a position in FNDE in Q1 2026 and held it in 1 quarter. The position peaked at $1.65K in Q1 2026. 494 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 43 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $1.65K.
  • Portus Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.65K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.