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 Q2	$519K	Buy	13,076 +725	+6%	+$29.3K	0.02%	190
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 $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Root Financial Partners's FNDE Position: Q2 2026 in Review

Root Financial Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 5.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 13,076 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #190.

Root Financial Partners first reported a position in FNDE in Q2 2025 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Root Financial Partners held 13,076 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $519K as of Q2 2026.
Root Financial Partners bought 725 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $29.3K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #190 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 5 quarters since.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.