Sequoia Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sequoia Financial 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	$1.04M	Sell	26,331 -430	-2%	-$17.4K	0.01%	926
2026 Q1	$1.02M	Buy	26,761 +3,674	+16%	+$142K	0.01%	888
2025 Q4	$833K	Buy	23,087 +1,829	+9%	+$66.8K	﹤0.01%	982
2025 Q3	$769K	Buy	21,258 +5,770	+37%	+$199K	﹤0.01%	918
2025 Q2	$511K	Sell	15,488 -4,615	-23%	-$143K	﹤0.01%	986
2025 Q1	$619K	Buy	20,103 +3,845	+24%	+$116K	﹤0.01%	778
2024 Q4	$472K	Buy	16,258 +2,262	+16%	+$70.5K	﹤0.01%	828
2024 Q3	$452K	Buy	13,996 +5,476	+64%	+$164K	﹤0.01%	793
2024 Q2	$252K	Buy	+8,520	New	+$247K	﹤0.01%	968
2024 Q1	–	Sell	-9,033	Closed	-$245K	–	1218
2023 Q4	$245K	Buy	+9,033	New	+$237K	﹤0.01%	1013

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

Sequoia Financial Advisors's FNDE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.6% in Q2 2026, selling an estimated $17.4K and leaving 26,331 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #926.

Sequoia Financial Advisors first reported a position in FNDE in Q4 2023 and has held it in 10 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Sequoia Financial Advisors held 26,331 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.04M as of Q2 2026.
Sequoia Financial Advisors sold 430 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $17.4K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #926 holding.
Sequoia Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.