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

SHP 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	$170K	Sell	4,455 -2,956	-40%	-$114K	0.01%	302
2025 Q4	$267K	Buy	+7,411	New	+$270K	0.02%	213

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 $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 $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SHP Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 40% in Q1 2026, selling an estimated $114K and leaving 4,455 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #302.

SHP Wealth Management first reported a position in FNDE in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 475 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

SHP Wealth Management held 4,455 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $170K as of Q1 2026.
SHP Wealth Management sold 2,956 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $114K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #302 holding.
SHP Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $267K in Q4 2025.
475 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.