Coastwise Capital Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Coastwise Capital Group’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	$361K	Buy	9,099 +44	+0.5%	+$1.78K	0.21%	93
2026 Q1	$346K	Hold	9,055	–	–	0.19%	96
2025 Q4	$327K	Buy	9,055 +281	+3%	+$10.3K	0.16%	113
2025 Q3	$317K	Hold	8,774	–	–	0.22%	93
2025 Q2	$290K	Sell	8,774 -291	-3%	-$9.04K	0.23%	95
2025 Q1	$279K	Hold	9,065	–	–	0.23%	101
2024 Q4	$263K	Buy	9,065 +302	+3%	+$9.41K	0.21%	107
2024 Q3	$283K	Buy	8,763 +59	+0.7%	+$1.76K	0.23%	98
2024 Q2	$257K	Hold	8,704	–	–	0.25%	93
2024 Q1	$242K	Hold	8,704	–	–	0.22%	104
2023 Q4	$236K	Buy	8,704 +289	+3%	+$7.59K	0.24%	98
2023 Q3	$221K	Hold	8,415	–	–	0.25%	102
2023 Q2	$225K	Buy	8,415 +72	+0.9%	+$1.91K	0.25%	101
2023 Q1	$217K	Hold	8,343	–	–	0.25%	99
2022 Q4	$207K	Buy	+8,343	New	+$205K	0.25%	100
2022 Q3	–	Sell	-8,035	Closed	-$208K	–	97
2022 Q2	$208K	Buy	+8,035	New	+$220K	0.25%	99

Other funds holding FNDE

JBA

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Coastwise Capital Group's FNDE Position: Q2 2026 in Review

Coastwise Capital Group increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.49% in Q2 2026, buying an estimated $1.78K and bringing the position to 9,099 shares worth $361K. The position accounts for 0.21% of the portfolio, ranked #93.

Coastwise Capital Group first reported a position in FNDE in Q2 2022 and has held it in 16 quarters since. 105 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Coastwise Capital Group held 9,099 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $361K as of Q2 2026.
Coastwise Capital Group bought 44 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $1.78K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.21% of Coastwise Capital Group's portfolio in Q2 2026, its #93 holding.
Coastwise Capital Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2022 and has held it in 16 quarters since.
105 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.