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

Capital Advisors 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	$841K	Buy	20,083 +2,393	+14%	+$99.2K	0.09%	111
2026 Q2	$702K	Buy	17,690 +4,126	+30%	+$167K	0.08%	125
2026 Q1	$519K	Buy	13,564 +6,575	+94%	+$254K	0.07%	127
2025 Q4	$252K	Buy	+6,989	New	+$255K	0.03%	192

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

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advisors Wealth Management's FNDE Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 14% in Q3 2026, buying an estimated $99.2K and bringing the position to 20,083 shares worth $841K. The position accounts for 0.09% of the portfolio, ranked #111.

Capital Advisors Wealth Management first reported a position in FNDE in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Capital Advisors Wealth Management held 20,083 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $841K as of Q3 2026.
Capital Advisors Wealth Management bought 2,393 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $99.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #111 holding.
Capital Advisors Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.