UWS
FNDE icon

Unique Wealth Strategies’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Unique Wealth Strategies’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 		$562K Sell
14,165
-890
-6% -$36K 0.2% 145
2026
Q1 		$576K Buy
15,055
+3,012
+25% +$116K 0.23% 121
2025
Q4 		$434K Sell
12,043
-695
-5% -$25.4K 0.17% 163
2025
Q3 		$461K Sell
12,738
-1,041
-8% -$35.9K 0.18% 169
2025
Q2 		$455K Buy
+13,779
New +$428K 0.19% 164

Other funds holding FNDE

JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Unique Wealth Strategies's FNDE Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 5.9% in Q2 2026, selling an estimated $36K and leaving 14,165 shares worth $562K. The position accounts for 0.2% of the portfolio, ranked #145.

Unique Wealth Strategies first reported a position in FNDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $576K in Q1 2026. 86 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Unique Wealth Strategies held 14,165 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $562K as of Q2 2026.
  • Unique Wealth Strategies sold 890 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $36K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.2% of Unique Wealth Strategies's portfolio in Q2 2026, its #145 holding.
  • Unique Wealth Strategies first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Unique Wealth Strategies's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $576K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.