Whipplewood Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Whipplewood Advisors’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	$1.45M	Sell	36,668 -2,390	-6%	-$96.7K	0.98%	27
2026 Q1	$1.49M	Sell	39,058 -988	-2%	-$38.1K	0.78%	32
2025 Q4	$1.44M	Sell	40,046 -1,475	-4%	-$53.8K	0.93%	31
2025 Q3	$1.5M	Sell	41,521 -297	-0.7%	-$10.2K	0.99%	28
2025 Q2	$1.38M	Buy	41,818 +41,808	+418,080%	+$1.3M	0.76%	30
2025 Q1	$1.31M	Sell	10 -40,172	-100%	-$1.21M	0.77%	31
2024 Q4	$1.17M	Buy	+40,182	New	+$1.25M	0.66%	34

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

Whipplewood Advisors's FNDE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 6.1% in Q2 2026, selling an estimated $96.7K and leaving 36,668 shares worth $1.45M. The position accounts for 0.98% of the portfolio, ranked #27.

Whipplewood Advisors first reported a position in FNDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Whipplewood Advisors held 36,668 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.45M as of Q2 2026.
Whipplewood Advisors sold 2,390 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $96.7K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.98% of Whipplewood Advisors's portfolio in Q2 2026, its #27 holding.
Whipplewood Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.5M in Q3 2025.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.