CX Institutional’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

CX Institutional’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	$14K	Buy	348 +2	+0.6%	+$81	﹤0.01%	1242
2026 Q1	$13K	Hold	346	–	–	﹤0.01%	1221
2025 Q4	$12K	Buy	346 +12	+4%	+$438	﹤0.01%	1167
2025 Q3	$12K	Hold	334	–	–	﹤0.01%	1170
2025 Q2	$11K	Hold	334	–	–	﹤0.01%	1027
2025 Q1	$10K	Buy	+334	New	+$10.1K	﹤0.01%	1011

Other funds holding FNDE

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

PWM

Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

CX Institutional's FNDE Position: Q2 2026 in Review

CX Institutional increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.58% in Q2 2026, buying an estimated $81 and bringing the position to 348 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

CX Institutional first reported a position in FNDE in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

CX Institutional held 348 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $14K as of Q2 2026.
CX Institutional bought 2 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $81.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1242 holding.
CX Institutional first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.