Sculati Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sculati Wealth Management’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	$2.04M	Sell	53,315 -5,448	-9%	-$210K	0.75%	40
2025 Q4	$2.12M	Sell	58,763 -13,390	-19%	-$489K	0.75%	43
2025 Q3	$2.61M	Sell	72,153 -40,550	-36%	-$1.4M	0.92%	34
2025 Q2	$3.72M	Sell	112,703 -138,824	-55%	-$4.31M	1.4%	20
2025 Q1	$7.75M	Buy	251,527 +3,052	+1%	+$92.2K	3.13%	7
2024 Q4	$7.22M	Buy	248,475 +6,200	+3%	+$193K	2.85%	9
2024 Q3	$7.82M	Buy	242,275 +24,397	+11%	+$729K	3.12%	7
2024 Q2	$6.44M	Buy	217,878 +30,930	+17%	+$898K	2.75%	7
2024 Q1	$5.19M	Buy	186,948 +14,091	+8%	+$380K	2.24%	10
2023 Q4	$4.69M	Buy	172,857 +5,371	+3%	+$141K	2.19%	10
2023 Q3	$4.39M	Buy	167,486 +17,221	+11%	+$463K	2.24%	10
2023 Q2	$4.02M	Buy	150,265 +18,154	+14%	+$482K	2.02%	10
2023 Q1	$3.44M	Buy	132,111 +13,812	+12%	+$360K	1.83%	11
2022 Q4	$2.93M	Buy	118,299 +36,099	+44%	+$885K	1.65%	15
2022 Q3	$1.93M	Buy	82,200 +3,527	+4%	+$89.9K	1.14%	27
2022 Q2	$2.04M	Buy	78,673 +8,356	+12%	+$229K	1.16%	24
2022 Q1	$2.04M	Buy	70,317 +9,749	+16%	+$297K	1%	31
2021 Q4	$1.88M	Buy	60,568 +9,301	+18%	+$297K	0.91%	35
2021 Q3	$1.65M	Buy	51,267 +10,318	+25%	+$329K	0.88%	35
2021 Q2	$1.32M	Buy	40,949 +5,027	+14%	+$160K	0.7%	45
2021 Q1	$1.1M	Buy	35,922 +9,410	+35%	+$283K	0.64%	50
2020 Q4	$749K	Buy	26,512 +2,558	+11%	+$66.7K	0.49%	54
2020 Q3	$568K	Buy	23,954 +11,652	+95%	+$287K	0.43%	58
2020 Q2	$288K	Buy	+12,302	New	+$276K	0.24%	76

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 $2.6B AUM 18.62% 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

Sculati Wealth Management's FNDE Position: Q1 2026 in Review

Sculati Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 9.3% in Q1 2026, selling an estimated $210K and leaving 53,315 shares worth $2.04M. The position accounts for 0.75% of the portfolio, ranked #40.

Sculati Wealth Management first reported a position in FNDE in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.82M in Q3 2024. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Sculati Wealth Management held 53,315 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.04M as of Q1 2026.
Sculati Wealth Management sold 5,448 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $210K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.75% of Sculati Wealth Management's portfolio in Q1 2026, its #40 holding.
Sculati Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2020 and has held it in 24 quarters since.
Sculati Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $7.82M in Q3 2024.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.