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

Beaird Harris 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	$1.31K	Hold	33	–	–	﹤0.01%	551
2026 Q1	$1.26K	Sell	33 -19	-37%	-$733	﹤0.01%	526
2025 Q4	$1.88K	Hold	52	–	–	﹤0.01%	531
2025 Q3	$1.88K	Hold	52	–	–	﹤0.01%	515
2025 Q2	$1.72K	Hold	52	–	–	﹤0.01%	508
2025 Q1	$1.6K	Hold	52	–	–	﹤0.01%	463
2024 Q4	$1.51K	Hold	52	–	–	﹤0.01%	460
2024 Q3	$1.68K	Hold	52	–	–	﹤0.01%	455
2024 Q2	$1.54K	Sell	52 -3	-5%	-$87	﹤0.01%	560
2024 Q1	$1.53K	Hold	55	–	–	﹤0.01%	498
2023 Q4	$1.49K	Hold	55	–	–	﹤0.01%	494
2023 Q3	$1.44K	Sell	55 -134	-71%	-$3.6K	﹤0.01%	377
2023 Q2	$5.06K	Hold	189	–	–	﹤0.01%	319
2023 Q1	$4.92K	Hold	189	–	–	﹤0.01%	322
2022 Q4	$4.68K	Sell	189 -271	-59%	-$6.64K	﹤0.01%	428
2022 Q3	$11K	Hold	460	–	–	﹤0.01%	272
2022 Q2	$12K	Sell	460 -649	-59%	-$17.8K	﹤0.01%	235
2022 Q1	$32K	Sell	1,109 -20,310	-95%	-$619K	0.01%	216
2021 Q4	$664K	Buy	+21,419	New	+$685K	0.24%	53

Other funds holding FNDE

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Beaird Harris Wealth Management's FNDE Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q2 2026 at 33 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Beaird Harris Wealth Management first reported a position in FNDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $664K in Q4 2021. 93 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Beaird Harris Wealth Management held 33 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.31K as of Q2 2026.
Beaird Harris Wealth Management 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 Beaird Harris Wealth Management's portfolio in Q2 2026, its #551 holding.
Beaird Harris Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $664K in Q4 2021.
93 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.