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

Tandem 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 Q1	$12.6M	Buy	+328,742	New	+$12.7M	4%	6
2025 Q4	–	Sell	-281,461	Closed	-$10.2M	–	65
2025 Q3	$10.2M	Buy	281,461 +25,662	+10%	+$884K	3.79%	5
2025 Q2	$8.44M	Buy	+255,799	New	+$7.95M	7.88%	3

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

Tandem Financial's FNDE Position: Q1 2026 in Review

Tandem Financial opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026: 328,742 shares worth $12.6M. The stake represents 4% of the portfolio and ranks #6 among its holdings. This is a return to the name: Tandem Financial previously reported a position in FNDE as recently as Q3 2025.

Tandem Financial first reported a position in FNDE in Q2 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Tandem Financial held 328,742 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $12.6M as of Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Tandem Financial position in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 4% of Tandem Financial's portfolio in Q1 2026, its #6 holding.
Tandem Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 3 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

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