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Synergy Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Synergy Investment Management’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
-666
Closed -$25.5K – 1119
2026
Q1 		$25.5K Buy
+666
New +$25.7K 0.01% 367

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Morgan Stanley
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Bank of America
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bogart Wealth LLC
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

Synergy Investment Management's FNDE Position: Q2 2026 in Review

Synergy Investment Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 666 shares — an estimated $25.5K sold.

Synergy Investment Management first reported a position in FNDE in Q1 2026 and held it in 1 quarter. The position peaked at $25.5K in Q1 2026. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Synergy Investment Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 666 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $25.5K.
  • Synergy Investment Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $25.5K 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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.