DHJJ Financial Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

DHJJ Financial Advisors’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 Q1	$21.4K	Hold	560	–	–	0.01%	523
2025 Q4	$20.2K	Hold	560	–	–	0.01%	501
2025 Q3	$20.3K	Sell	560 -30	-5%	-$1.03K	0.01%	491
2025 Q2	$19.5K	Hold	590	–	–	0.01%	481
2025 Q1	$18.2K	Buy	590 +8	+1%	+$242	0.01%	443
2024 Q4	$16.9K	Buy	582 +52	+10%	+$1.62K	0.01%	441
2024 Q3	$17.1K	Hold	530	–	–	0.01%	429
2024 Q2	$15.7K	Buy	530 +15	+3%	+$436	0.01%	403
2024 Q1	$14.3K	Hold	515	–	–	0.01%	403
2023 Q4	$14K	Sell	515 -274	-35%	-$7.19K	0.01%	399
2023 Q3	$20.7K	Buy	+789	New	+$21.2K	0.01%	353

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DHJJ Financial Advisors's FNDE Position: Q1 2026 in Review

DHJJ Financial Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2026 at 560 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #523.

DHJJ Financial Advisors first reported a position in FNDE in Q3 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

DHJJ Financial Advisors held 560 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $21.4K as of Q1 2026.
DHJJ Financial Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #523 holding.
DHJJ Financial Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and has held it in 11 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.