Westmount Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Westmount Partners’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	$1.03M	Hold	25,957	–	–	0.23%	91
2026 Q1	$993K	Hold	25,957	–	–	0.24%	82
2025 Q4	$936K	Hold	25,957	–	–	0.23%	83
2025 Q3	$942K	Hold	25,957	–	–	0.24%	78
2025 Q2	$857K	Hold	25,957	–	–	0.24%	83
2025 Q1	$799K	Buy	+25,957	New	+$784K	0.24%	85

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

Westmount Partners's FNDE Position: Q2 2026 in Review

Westmount Partners held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 25,957 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #91.

Westmount Partners first reported a position in FNDE in Q1 2025 and has held it in 6 quarters since. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Westmount Partners held 25,957 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.03M as of Q2 2026.
Westmount Partners 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 0.23% of Westmount Partners's portfolio in Q2 2026, its #91 holding.
Westmount Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.