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

Western Wealth Management’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	$477K	Sell	12,023 -163	-1%	-$6.59K	0.02%	691
2026 Q1	$466K	Buy	+12,186	New	+$470K	0.02%	661
2025 Q1	–	Sell	-10,411	Closed	-$302K	–	703
2024 Q4	$302K	Buy	+10,411	New	+$324K	0.02%	609
2023 Q2	–	Sell	-9,699	Closed	-$253K	–	653
2023 Q1	$253K	Buy	9,699 +16	+0.2%	+$417	0.02%	540
2022 Q4	$240K	Buy	+9,683	New	+$237K	0.02%	525

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

Western Wealth Management's FNDE Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.3% in Q2 2026, selling an estimated $6.59K and leaving 12,023 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #691.

Western Wealth Management first reported a position in FNDE in Q4 2022 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Western Wealth Management held 12,023 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $477K as of Q2 2026.
Western Wealth Management sold 163 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $6.59K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #691 holding.
Western Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and has held it in 5 quarters since.
497 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.