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

Symphony Financial’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	$248K	Buy	+6,252	New	+$253K	0.03%	310
2026 Q1	–	Sell	-5,874	Closed	-$212K	–	323
2025 Q4	$212K	Buy	+5,874	New	+$214K	0.03%	274

Other funds holding FNDE

Morgan Stanley New York $1.89T AUM 35.08% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Symphony Financial's FNDE Position: Q2 2026 in Review

Symphony Financial opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026: 6,252 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Symphony Financial previously reported a position in FNDE as recently as Q4 2025.

Symphony Financial first reported a position in FNDE in Q4 2025 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Symphony Financial held 6,252 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $248K as of Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Symphony Financial position in Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #310 holding.
Symphony Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
434 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.