Collective Family Office’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Collective Family Office’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	$2.36M	Buy	59,387 +1,600	+3%	+$64.7K	0.48%	47
2026 Q1	$2.21M	Sell	57,787 -11,311	-16%	-$436K	0.5%	48
2025 Q4	$2.49M	Buy	69,098 +2,307	+3%	+$84.2K	0.57%	45
2025 Q3	$2.42M	Sell	66,791 -1,725	-3%	-$59.5K	0.58%	45
2025 Q2	$2.26M	Buy	68,516 +315	+0.5%	+$9.79K	0.58%	47
2025 Q1	$2.1M	Sell	68,201 -4,055	-6%	-$123K	0.57%	45
2024 Q4	$2.1M	Sell	72,256 -2,255	-3%	-$70.3K	0.58%	45
2024 Q3	$2.4M	Buy	74,511 +975	+1%	+$29.1K	0.65%	38
2024 Q2	$2.17M	Sell	73,536 -4,750	-6%	-$138K	0.64%	41
2024 Q1	$2.17M	Sell	78,286 -2,000	-2%	-$54K	0.71%	38
2023 Q4	$2.18M	Sell	80,286 -16,285	-17%	-$428K	0.77%	35
2023 Q3	$2.53M	Sell	96,571 -2,915	-3%	-$78.4K	0.99%	31
2023 Q2	$2.66M	Buy	99,486 +11,300	+13%	+$300K	1.04%	27
2023 Q1	$2.3M	Buy	88,186 +11,370	+15%	+$296K	0.95%	30
2022 Q4	$1.9M	Sell	76,816 -3,390	-4%	-$83.1K	0.86%	35
2022 Q3	$1.88M	Buy	80,206 +71,136	+784%	+$1.81M	0.94%	33
2022 Q2	$235K	Sell	9,070 -250	-3%	-$6.84K	0.1%	165
2022 Q1	$270K	Sell	9,320 -5,225	-36%	-$159K	0.1%	164
2021 Q4	$451K	Buy	+14,545	New	+$465K	0.18%	124

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

Collective Family Office's FNDE Position: Q2 2026 in Review

Collective Family Office increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.8% in Q2 2026, buying an estimated $64.7K and bringing the position to 59,387 shares worth $2.36M. The position accounts for 0.48% of the portfolio, ranked #47.

Collective Family Office first reported a position in FNDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.66M in Q2 2023. 94 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Collective Family Office held 59,387 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.36M as of Q2 2026.
Collective Family Office bought 1,600 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $64.7K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.48% of Collective Family Office's portfolio in Q2 2026, its #47 holding.
Collective Family Office first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
Collective Family Office's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.66M in Q2 2023.
94 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.