TWM
FNDE icon

Tumwater Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Tumwater Wealth 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 		$604K Hold
15,233
– – 0.22% 18
2026
Q1 		$583K Hold
15,233
– – 0.23% 18
2025
Q4 		$549K Hold
15,233
– – 0.22% 18
2025
Q3 		$551K Hold
15,233
– – 0.24% 18
2025
Q2 		$503K Hold
15,233
– – 0.23% 20
2025
Q1 		$469K Sell
15,233
-118
-0.8% -$3.57K 0.24% 19
2024
Q4 		$446K Buy
+15,351
New +$478K 0.23% 21

Other funds holding FNDE

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Tumwater Wealth Management's FNDE Position: Q2 2026 in Review

Tumwater Wealth Management held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 15,233 shares worth $604K. The position accounts for 0.22% of the portfolio, ranked #18.

Tumwater Wealth Management first reported a position in FNDE in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Tumwater Wealth Management held 15,233 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $604K as of Q2 2026.
  • Tumwater Wealth Management left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.22% of Tumwater Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Tumwater Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.