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

Elevation 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	$126K	Hold	3,013	–	–	0.04%	182
2026 Q2	$120K	Sell	3,013 -347	-10%	-$14K	0.04%	175
2026 Q1	$129K	Sell	3,360 -360	-10%	-$13.9K	0.05%	152
2025 Q4	$134K	Buy	3,720 +95	+3%	+$3.47K	0.05%	146
2025 Q3	$131K	Hold	3,625	–	–	0.05%	149
2025 Q2	$120K	Buy	3,625 +16	+0.4%	+$497	0.05%	156
2025 Q1	$111K	Sell	3,609 -5	-0.1%	-$151	0.05%	159
2024 Q4	$105K	Sell	3,614 -125	-3%	-$3.9K	0.04%	162
2024 Q3	$121K	Buy	3,739 +17	+0.5%	+$508	0.05%	150
2024 Q2	$110K	Sell	3,722 -20	-0.5%	-$581	0.05%	149
2024 Q1	$104K	Sell	3,742 -194	-5%	-$5.24K	0.05%	157
2023 Q4	$103K	Hold	3,936	–	–	0.06%	148
2023 Q3	$103K	Sell	3,936 -120	-3%	-$3.22K	0.09%	91
2023 Q2	$109K	Buy	4,056 +309	+8%	+$8.2K	0.09%	93
2023 Q1	$97.6K	Buy	+3,747	New	+$97.6K	0.09%	105

Other funds holding FNDE

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

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

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 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

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

Elevation Wealth Partners held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2026 at 3,013 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #182.

Elevation Wealth Partners first reported a position in FNDE in Q1 2023 and has held it in 15 quarters since. The position peaked at $134K in Q4 2025. 196 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Elevation Wealth Partners held 3,013 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $126K as of Q3 2026.
Elevation Wealth Partners 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 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #182 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $134K in Q4 2025.
196 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.