Root Financial Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Root Financial 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	$473K	Sell	12,351 -1,324	-10%	-$51.1K	0.02%	172
2025 Q4	$493K	Buy	13,675 +3,141	+30%	+$115K	0.03%	165
2025 Q3	$381K	Buy	10,534 +2,806	+36%	+$96.7K	0.02%	181
2025 Q2	$255K	Buy	+7,728	New	+$240K	0.02%	206

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 $2.92B AUM 23.85% 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

Root Financial Partners's FNDE Position: Q1 2026 in Review

Root Financial Partners reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 9.7% in Q1 2026, selling an estimated $51.1K and leaving 12,351 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #172.

Root Financial Partners first reported a position in FNDE in Q2 2025 and has held it in 4 quarters since. The position peaked at $493K in Q4 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Root Financial Partners held 12,351 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $473K as of Q1 2026.
Root Financial Partners sold 1,324 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $51.1K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #172 holding.
Root Financial 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.
Root Financial Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $493K in Q4 2025.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.