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 Q2	$21.7K	Sell	548 -12	-2%	-$485	0.01%	524
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 $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DHJJ Financial Advisors's FNDE Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.1% in Q2 2026, selling an estimated $485 and leaving 548 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #524.

DHJJ Financial Advisors first reported a position in FNDE in Q3 2023 and has held it in 12 quarters since. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

DHJJ Financial Advisors held 548 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $21.7K as of Q2 2026.
DHJJ Financial Advisors sold 12 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $485.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #524 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 12 quarters since.
499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.