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 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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Waterfront Wealth's FNDE Position: Q2 2026 in Review

Waterfront Wealth increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.55% in Q2 2026, buying an estimated $2.02K and bringing the position to 9,200 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #238.

Waterfront Wealth first reported a position in FNDE in Q4 2020 and has held it in 23 quarters since. 217 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Waterfront Wealth held 9,200 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $373K as of Q2 2026.
Waterfront Wealth bought 50 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $2.02K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.06% of Waterfront Wealth's portfolio in Q2 2026, its #238 holding.
Waterfront Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and has held it in 23 quarters since.
217 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.