Wealth Enhancement Advisory Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Wealth Enhancement Advisory Services’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	$5.31M	Sell	131,037 -10,137	-7%	-$410K	0.01%	972
2026 Q1	$5.39M	Buy	141,174 +5,113	+4%	+$197K	0.01%	869
2025 Q4	$5.07M	Buy	136,061 +11,114	+9%	+$406K	0.01%	1014
2025 Q3	$4.51M	Buy	124,947 +19,653	+19%	+$677K	0.01%	999
2025 Q2	$3.53M	Buy	105,294 +370	+0.4%	+$11.5K	0.01%	1063
2025 Q1	$3.23M	Sell	104,924 -7,211	-6%	-$218K	0.01%	1015
2024 Q4	$3.26M	Sell	112,135 -3,226	-3%	-$101K	0.01%	959
2024 Q3	$3.72M	Buy	115,361 +8,517	+8%	+$255K	0.01%	826
2024 Q2	$3.16M	Sell	106,844 -4,887	-4%	-$142K	0.01%	830
2024 Q1	$3.1M	Sell	111,731 -3,329	-3%	-$89.9K	0.01%	803
2023 Q4	$3.12M	Buy	115,060 +6,723	+6%	+$176K	0.01%	754
2023 Q3	$2.84M	Buy	108,337 +71,982	+198%	+$1.93M	0.01%	736
2023 Q2	$973K	Sell	36,355 -1,918	-5%	-$50.9K	0.01%	267
2023 Q1	$997K	Buy	38,273 +12,850	+51%	+$335K	0.01%	305
2022 Q4	$682K	Sell	25,423 -401	-2%	-$9.83K	0.01%	254
2022 Q3	$621K	Sell	25,824 -6,444	-20%	-$164K	0.01%	263
2022 Q2	$826K	Buy	32,268 +78	+0.2%	+$2.14K	0.01%	255
2022 Q1	$953K	Sell	32,190 -8,220	-20%	-$251K	0.01%	237
2021 Q4	$1.3M	Buy	40,410 +1,014	+3%	+$32.4K	0.02%	204
2021 Q3	$1.31M	Sell	39,396 -11	-0%	-$350	0.02%	184
2021 Q2	$1.25M	Buy	39,407 +6,378	+19%	+$203K	0.02%	176
2021 Q1	$1.01M	Buy	33,029 +3,105	+10%	+$93.3K	0.02%	198
2020 Q4	$890K	Buy	29,924 +1,376	+5%	+$35.9K	0.02%	177
2020 Q3	$701K	Hold	28,548	–	–	0.02%	182
2020 Q2	$715K	Sell	28,548 -9,722	-25%	-$218K	0.02%	181
2020 Q1	$832K	Sell	38,270 -445,129	-92%	-$11.7M	0.03%	173
2019 Q4	$14.4M	Buy	483,399 +85,687	+22%	+$2.47M	0.51%	33
2019 Q3	$11.1M	Buy	397,712 +64,315	+19%	+$1.78M	0.45%	36
2019 Q2	$9.57M	Buy	333,397 +294,484	+757%	+$8.24M	0.42%	35
2019 Q1	$1.11M	Sell	38,913 -4,942	-11%	-$137K	0.06%	128
2018 Q4	$1.21M	Buy	+43,855	New	+$1.19M	0.08%	102
2016 Q1	–	Sell	-77,073	Closed	-$1.41M	–	115
2015 Q4	$1.41M	Buy	+77,073	New	+$1.54M	0.36%	48

Other funds holding FNDE

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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

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

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's FNDE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 7.2% in Q2 2026, selling an estimated $410K and leaving 131,037 shares worth $5.31M. The position accounts for 0.01% of the portfolio, ranked #972.

Wealth Enhancement Advisory Services first reported a position in FNDE in Q4 2015 and has held it in 32 quarters since. The position peaked at $14.4M in Q4 2019. 101 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Wealth Enhancement Advisory Services held 131,037 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $5.31M as of Q2 2026.
Wealth Enhancement Advisory Services sold 10,137 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $410K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #972 holding.
Wealth Enhancement Advisory Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2015 and has held it in 32 quarters since.
Wealth Enhancement Advisory Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $14.4M in Q4 2019.
101 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.