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Verum Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Verum Partners’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 		$260K Sell
6,552
-5,609
-46% -$227K 0.04% 171
2026
Q1 		$465K Buy
12,161
+1,682
+16% +$64.9K 0.09% 106
2025
Q4 		$378K Buy
+10,479
New +$382K 0.08% 118

Other funds holding FNDE

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
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
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

Verum Partners's FNDE Position: Q2 2026 in Review

Verum Partners reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 46% in Q2 2026, selling an estimated $227K and leaving 6,552 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #171.

Verum Partners first reported a position in FNDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 130 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • Verum Partners held 6,552 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $260K as of Q2 2026.
  • Verum Partners sold 5,609 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $227K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.04% of Verum Partners's portfolio in Q2 2026, its #171 holding.
  • Verum Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Verum Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $465K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.