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

Waterfront Wealth’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 Q3	$392K	Buy	9,240 +40	+0.4%	+$1.66K	0.06%	239
2026 Q2	$373K	Buy	9,200 +50	+0.5%	+$2.02K	0.06%	238
2026 Q1	$350K	Buy	9,150 +62	+0.7%	+$2.39K	0.06%	233
2025 Q4	$354K	Hold	9,088	–	–	0.07%	221
2025 Q3	$330K	Hold	9,088	–	–	0.07%	217
2025 Q2	$300K	Hold	9,088	–	–	0.07%	223
2025 Q1	$280K	Hold	9,088	–	–	0.07%	221
2024 Q4	$264K	Hold	9,088	–	–	0.06%	226
2024 Q3	$290K	Hold	9,088	–	–	0.07%	223
2024 Q2	$269K	Hold	9,088	–	–	0.07%	214
2024 Q1	$257K	Hold	9,088	–	–	0.07%	218
2023 Q4	$247K	Sell	9,088 -1,693	-16%	-$44.4K	0.07%	225
2023 Q3	$273K	Hold	10,781	–	–	0.09%	200
2023 Q2	$301K	Hold	10,781	–	–	0.09%	200
2023 Q1	$281K	Hold	10,781	–	–	0.09%	207
2022 Q4	$293K	Hold	10,781	–	–	0.1%	202
2022 Q3	$255K	Sell	10,781 -442	-4%	-$11.3K	0.1%	203
2022 Q2	$291K	Hold	11,223	–	–	0.12%	189
2022 Q1	$327K	Hold	11,223	–	–	0.12%	172
2021 Q4	$348K	Sell	11,223 -76	-0.7%	-$2.43K	0.14%	148
2021 Q3	$364K	Buy	11,299 +76	+0.7%	+$2.42K	0.18%	115
2021 Q2	$362K	Hold	11,223	–	–	0.17%	122
2021 Q1	$344K	Hold	11,223	–	–	0.17%	124
2020 Q4	$317K	Buy	+11,223	New	+$293K	0.22%	100

Other funds holding FNDE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Waterfront Wealth's FNDE Position: Q3 2026 in Review

Waterfront Wealth increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.43% in Q3 2026, buying an estimated $1.66K and bringing the position to 9,240 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #239.

Waterfront Wealth first reported a position in FNDE in Q4 2020 and has held it in 24 quarters since. 407 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Waterfront Wealth held 9,240 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $392K as of Q3 2026.
Waterfront Wealth bought 40 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $1.66K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.06% of Waterfront Wealth's portfolio in Q3 2026, its #239 holding.
Waterfront Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and has held it in 24 quarters since.
407 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.