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 Q3	$15K	Hold	348	–	–	﹤0.01%	1278
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

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

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

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

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CX Institutional's FNDE Position: Q3 2026 in Review

CX Institutional held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2026 at 348 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

CX Institutional first reported a position in FNDE in Q1 2025 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

CX Institutional held 348 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $15K as of Q3 2026.
CX Institutional left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1278 holding.
CX Institutional first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.