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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
Q1 		$25.5K Buy
+666
New +$25.7K 0.01% 367

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Synergy Investment Management's FNDE Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026: 666 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings.

471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Synergy Investment Management held 666 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $25.5K as of Q1 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new Synergy Investment Management position in Q1 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #367 holding.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.