SSWG
FNDE icon

Seven Springs Wealth Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Seven Springs Wealth 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
Q1 		$21.6M Buy
563,534
+109,823
+24% +$4.24M 4.99% 7
2025
Q4 		$16.4M Buy
453,711
+17,111
+4% +$625K 4.67% 6
2025
Q3 		$15.8M Buy
436,600
+40,732
+10% +$1.4M 3.82% 7
2025
Q2 		$13.1M Buy
395,868
+37,652
+11% +$1.17M 3.24% 7
2025
Q1 		$11M Buy
358,216
+44,471
+14% +$1.34M 3.93% 6
2024
Q4 		$9.11M Buy
313,745
+9,950
+3% +$310K 3.39% 7
2024
Q3 		$9.8M Buy
303,795
+2,550
+0.8% +$76.2K 3.56% 7
2024
Q2 		$8.91M Buy
301,245
+922
+0.3% +$26.8K 3.48% 7
2024
Q1 		$8.34M Buy
300,323
+6,272
+2% +$169K 3.2% 8
2023
Q4 		$7.98M Sell
294,051
-12,759
-4% -$335K 3.6% 6
2023
Q3 		$8.04M Buy
306,810
+39,005
+15% +$1.05M 3.86% 5
2023
Q2 		$7.17M Buy
267,805
+16,031
+6% +$425K 3.4% 5
2023
Q1 		$6.56M Buy
251,774
+10,955
+5% +$285K 3.24% 6
2022
Q4 		$5.97M Buy
240,819
+9,319
+4% +$228K 2.88% 6
2022
Q3 		$5.43M Sell
231,500
-26,472
-10% -$675K 2.95% 6
2022
Q2 		$6.69M Sell
257,972
-27,071
-9% -$741K 3.35% 5
2022
Q1 		$8.25M Buy
285,043
+28,393
+11% +$866K 3.91% 6
2021
Q4 		$7.95M Buy
256,650
+22,695
+10% +$726K 3.63% 7
2021
Q3 		$7.54M Buy
233,955
+38,697
+20% +$1.23M 3.69% 7
2021
Q2 		$6.3M Buy
195,258
+44,033
+29% +$1.4M 2.73% 9
2021
Q1 		$4.65M Buy
+151,225
New +$4.54M 2.19% 10

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Seven Springs Wealth Group's FNDE Position: Q1 2026 in Review

Seven Springs Wealth Group increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 24% in Q1 2026, buying an estimated $4.24M and bringing the position to 563,534 shares worth $21.6M. The position accounts for 4.99% of the portfolio, ranked #7.

Seven Springs Wealth Group first reported a position in FNDE in Q1 2021 and has held it in 21 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Seven Springs Wealth Group held 563,534 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $21.6M as of Q1 2026.
  • Seven Springs Wealth Group bought 109,823 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $4.24M.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 4.99% of Seven Springs Wealth Group's portfolio in Q1 2026, its #7 holding.
  • Seven Springs Wealth Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2021 and has held it in 21 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.