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Summitry LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Summitry LLC’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 		– Sell
-21,606
Closed -$827K – 349
2026
Q1 		$827K Hold
21,606
– – 0.03% 93
2025
Q4 		$779K Buy
+21,606
New +$789K 0.03% 82

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 22.9% 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

Summitry LLC's FNDE Position: Q2 2026 in Review

Summitry LLC sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 21,606 shares — an estimated $827K sold.

Summitry LLC first reported a position in FNDE in Q4 2025 and held it in 2 quarters. The position peaked at $827K in Q1 2026. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Summitry LLC reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 21,606 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $827K.
  • Summitry LLC first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and held it in 2 quarters.
  • Summitry LLC's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $827K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.