West Branch Capital’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

West Branch Capital’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	$7.34K	Hold	185	–	–	﹤0.01%	257
2026 Q1	$7.08K	Hold	185	–	–	﹤0.01%	252
2025 Q4	$6.67K	Hold	185	–	–	﹤0.01%	295
2025 Q3	$6.69K	Hold	185	–	–	﹤0.01%	311
2025 Q2	$6.11K	Hold	185	–	–	﹤0.01%	317
2025 Q1	$5.7K	Hold	185	–	–	﹤0.01%	331
2024 Q4	$5.38K	Hold	185	–	–	﹤0.01%	328
2024 Q3	$5.97K	Buy	+185	New	+$5.53K	﹤0.01%	324

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 22.9% 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

West Branch Capital's FNDE Position: Q2 2026 in Review

West Branch Capital held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 185 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

West Branch Capital first reported a position in FNDE in Q3 2024 and has held it in 8 quarters since. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

West Branch Capital held 185 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $7.34K as of Q2 2026.
West Branch Capital left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #257 holding.
West Branch Capital first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.