SageView Advisory Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

SageView Advisory Group’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	$366K	Sell	9,228 -123	-1%	-$4.97K	0.01%	435
2026 Q1	$358K	Sell	9,351 -482	-5%	-$18.6K	0.01%	421
2025 Q4	$355K	Buy	9,833 +467	+5%	+$17K	0.01%	435
2025 Q3	$339K	Sell	9,366 -322	-3%	-$11.1K	0.01%	480
2025 Q2	$329K	Buy	9,688 +51	+0.5%	+$1.58K	0.01%	472
2025 Q1	$297K	Buy	9,637 +77	+0.8%	+$2.33K	0.01%	473
2024 Q4	$278K	Sell	9,560 -827	-8%	-$25.8K	0.01%	480
2024 Q3	$335K	Buy	10,387 +11	+0.1%	+$329	0.02%	361
2024 Q2	$307K	Sell	10,376 -2,710,009	-100%	-$78.7M	0.01%	424
2024 Q1	$106M	Buy	2,720,385 +2,704,777	+17,329%	+$73M	5.36%	4
2023 Q4	$414K	Sell	15,608 -119	-0.8%	-$3.12K	0.02%	436
2023 Q3	$412K	Sell	15,727 -391	-2%	-$10.5K	0.02%	357
2023 Q2	$431K	Sell	16,118 -568	-3%	-$15.1K	0.02%	373
2023 Q1	$435K	Buy	16,686 +741	+5%	+$19.3K	0.03%	328
2022 Q4	$395K	Buy	+15,945	New	+$391K	0.03%	278

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

SageView Advisory Group's FNDE Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.3% in Q2 2026, selling an estimated $4.97K and leaving 9,228 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #435.

SageView Advisory Group first reported a position in FNDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $106M in Q1 2024. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

SageView Advisory Group held 9,228 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $366K as of Q2 2026.
SageView Advisory Group sold 123 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $4.97K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #435 holding.
SageView Advisory Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $106M in Q1 2024.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.