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Summit Trail Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Summit Trail 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 		$351K Hold
8,850
– – ﹤0.01% 1312
2026
Q1 		$339K Buy
+8,850
New +$341K ﹤0.01% 1273

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Trail Advisors's FNDE Position: Q2 2026 in Review

Summit Trail Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 8,850 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Summit Trail Advisors first reported a position in FNDE in Q1 2026 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Summit Trail Advisors held 8,850 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $351K as of Q2 2026.
  • Summit Trail Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1312 holding.
  • Summit Trail Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.