Concord Wealth Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Concord Wealth Partners’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	$2.83M	Sell	67,699 -777	-1%	-$32.2K	0.33%	72
2026 Q2	$2.72M	Sell	68,476 -4,893	-7%	-$198K	0.31%	79
2026 Q1	$2.81M	Buy	73,369 +706	+1%	+$27.2K	0.36%	70
2025 Q4	$2.62M	Buy	72,663 +2,028	+3%	+$74K	0.34%	70
2025 Q3	$2.55M	Buy	70,635 +161	+0.2%	+$5.55K	0.35%	70
2025 Q2	$2.33M	Buy	70,474 +1,389	+2%	+$43.2K	0.34%	71
2025 Q1	$2.13M	Buy	69,085 +8,794	+15%	+$266K	0.35%	68
2024 Q4	$1.75M	Buy	+60,291	New	+$1.88M	0.29%	75
2023 Q4	–	Sell	-111	Closed	-$2.91K	–	890
2023 Q3	$2.91K	Hold	111	–	–	﹤0.01%	809
2023 Q2	$2.97K	Buy	111 +1	+0.9%	+$27	﹤0.01%	806
2023 Q1	$2.86K	Hold	110	–	–	﹤0.01%	759
2022 Q4	$2.72K	Buy	+110	New	+$2.7K	﹤0.01%	887
2022 Q3	–	Sell	-206	Closed	-$5K	–	506
2022 Q2	$5K	Sell	206 -26	-11%	-$712	﹤0.01%	816
2022 Q1	$7K	Buy	232 +14	+6%	+$427	﹤0.01%	839
2021 Q4	$7K	Buy	218 +77	+55%	+$2.46K	﹤0.01%	864
2021 Q3	$5K	Hold	141	–	–	﹤0.01%	579
2021 Q2	$5K	Buy	141 +18	+15%	+$574	﹤0.01%	731
2021 Q1	$4K	Hold	123	–	–	﹤0.01%	714
2020 Q4	$3K	Buy	+123	New	+$3.21K	﹤0.01%	468

Other funds holding FNDE

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Concord Wealth Partners's FNDE Position: Q3 2026 in Review

Concord Wealth Partners reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 1.1% in Q3 2026, selling an estimated $32.2K and leaving 67,699 shares worth $2.83M. The position accounts for 0.33% of the portfolio, ranked #72.

Concord Wealth Partners first reported a position in FNDE in Q4 2020 and has held it in 19 quarters since. 315 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Concord Wealth Partners held 67,699 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.83M as of Q3 2026.
Concord Wealth Partners sold 777 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $32.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.33% of Concord Wealth Partners's portfolio in Q3 2026, its #72 holding.
Concord Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and has held it in 19 quarters since.
315 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.