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 Q2	$118K	Sell	2,978 -1,477	-33%	-$59.7K	0.01%	388
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 $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 22.9% 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

SHP Wealth Management's FNDE Position: Q2 2026 in Review

SHP Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 33% in Q2 2026, selling an estimated $59.7K and leaving 2,978 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #388.

SHP Wealth Management first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 498 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

SHP Wealth Management held 2,978 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $118K as of Q2 2026.
SHP Wealth Management sold 1,477 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $59.7K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #388 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 3 quarters since.
SHP Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $267K in Q4 2025.
498 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.