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

Whalen 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
Q3 		$1.17M Buy
+27,843
New +$1.15M 0.5% 55

Other funds holding FNDE

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Whalen Wealth Management's FNDE Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2026: 27,843 shares worth $1.17M. The stake represents 0.5% of the portfolio and ranks #55 among its holdings.

20 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

  • Whalen Wealth Management held 27,843 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.17M as of Q3 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new Whalen Wealth Management position in Q3 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.5% of Whalen Wealth Management's portfolio in Q3 2026, its #55 holding.
  • 20 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.