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

Wealth Forward LLC’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	$7.08M	Buy	178,420 +2,130	+1%	+$86.1K	3.53%	11
2026 Q1	$6.74M	Sell	176,290 -13	-0%	-$501	3.81%	10
2025 Q4	$6.36M	Buy	176,303 +1,534	+0.9%	+$56K	3.59%	11
2025 Q3	$6.32M	Sell	174,769 -12,044	-6%	-$415K	3.67%	10
2025 Q2	$6.17M	Sell	186,813 -386	-0.2%	-$12K	4.14%	9
2025 Q1	$5.77M	Sell	187,199 -2,451	-1%	-$74.1K	4.1%	9
2024 Q4	$5.51M	Buy	189,650 +4,827	+3%	+$150K	3.89%	9
2024 Q3	$5.96M	Buy	184,823 +28,625	+18%	+$856K	4.18%	9
2024 Q2	$4.62M	Sell	156,198 -25	-0%	-$726	3.61%	10
2024 Q1	$4.34M	Buy	156,223 +6,235	+4%	+$168K	3.41%	10
2023 Q4	$4.07M	Buy	+149,988	New	+$3.94M	3.44%	10

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Forward LLC's FNDE Position: Q2 2026 in Review

Wealth Forward LLC increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.2% in Q2 2026, buying an estimated $86.1K and bringing the position to 178,420 shares worth $7.08M. The position accounts for 3.53% of the portfolio, ranked #11.

Wealth Forward LLC first reported a position in FNDE in Q4 2023 and has held it in 11 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Wealth Forward LLC held 178,420 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $7.08M as of Q2 2026.
Wealth Forward LLC bought 2,130 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $86.1K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 3.53% of Wealth Forward LLC's portfolio in Q2 2026, its #11 holding.
Wealth Forward LLC first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.