CGC Financial Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

CGC Financial Services’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	$610K	Buy	15,366 +3,819	+33%	+$154K	0.14%	33
2026 Q1	$442K	Buy	+11,547	New	+$445K	0.13%	37
2023 Q4	–	Sell	-581	Closed	-$15.2K	–	377
2023 Q3	$15.2K	Hold	581	–	–	0.01%	147
2023 Q2	$15.6K	Buy	+581	New	+$15.4K	0.01%	155

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

CGC Financial Services's FNDE Position: Q2 2026 in Review

CGC Financial Services increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 33% in Q2 2026, buying an estimated $154K and bringing the position to 15,366 shares worth $610K. The position accounts for 0.14% of the portfolio, ranked #33.

CGC Financial Services first reported a position in FNDE in Q2 2023 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

CGC Financial Services held 15,366 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $610K as of Q2 2026.
CGC Financial Services bought 3,819 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $154K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.14% of CGC Financial Services's portfolio in Q2 2026, its #33 holding.
CGC Financial Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.