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

Simplicity Wealth’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	$5.32M	Sell	134,185 -7,752	-5%	-$313K	0.18%	127
2026 Q1	$5.43M	Buy	141,937 +8,658	+6%	+$334K	0.31%	74
2025 Q4	$4.81M	Buy	133,279 +8,507	+7%	+$310K	0.29%	78
2025 Q3	$4.51M	Sell	124,772 -8,434	-6%	-$291K	0.26%	85
2025 Q2	$4.4M	Buy	133,206 +126,505	+1,888%	+$3.93M	0.18%	124
2025 Q1	$206K	Buy	+6,701	New	+$203K	0.02%	521

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

Simplicity Wealth's FNDE Position: Q2 2026 in Review

Simplicity Wealth reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 5.5% in Q2 2026, selling an estimated $313K and leaving 134,185 shares worth $5.32M. The position accounts for 0.18% of the portfolio, ranked #127.

Simplicity Wealth first reported a position in FNDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.43M in Q1 2026. 496 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Simplicity Wealth held 134,185 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $5.32M as of Q2 2026.
Simplicity Wealth sold 7,752 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $313K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.18% of Simplicity Wealth's portfolio in Q2 2026, its #127 holding.
Simplicity Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
Simplicity Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $5.43M in Q1 2026.
496 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.