SYM Financial Corp’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

SYM Financial Corp’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	$40.8K	Hold	1,066	–	–	﹤0.01%	369
2025 Q4	$38.4K	Hold	1,066	–	–	﹤0.01%	368
2025 Q3	$38.5K	Sell	1,066 -1,224	-53%	-$42.2K	﹤0.01%	367
2025 Q2	$75.6K	Buy	2,290 +1,224	+115%	+$38K	0.01%	348
2025 Q1	$32.8K	Hold	1,066	–	–	﹤0.01%	320
2024 Q4	$31K	Hold	1,066	–	–	﹤0.01%	292
2024 Q3	$34.4K	Hold	1,066	–	–	﹤0.01%	233
2024 Q2	$31.5K	Buy	+1,066	New	+$31K	0.01%	219
2023 Q3	–	Sell	-32	Closed	-$857	–	190
2023 Q2	$857	Buy	+32	New	+$849	﹤0.01%	119

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 $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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

SYM Financial Corp's FNDE Position: Q1 2026 in Review

SYM Financial Corp held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2026 at 1,066 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

SYM Financial Corp first reported a position in FNDE in Q2 2023 and has held it in 9 quarters since. The position peaked at $75.6K in Q2 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

SYM Financial Corp held 1,066 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $40.8K as of Q1 2026.
SYM Financial Corp left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #369 holding.
SYM Financial Corp first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and has held it in 9 quarters since.
SYM Financial Corp's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $75.6K in Q2 2025.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.