Empirical Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Empirical Wealth Management’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	$4.98M	Sell	125,417 -1,191	-0.9%	-$48.2K	0.07%	160
2026 Q1	$4.84M	Sell	126,608 -3,091	-2%	-$119K	0.08%	150
2025 Q4	$4.68M	Sell	129,699 -2,511	-2%	-$91.6K	0.08%	149
2025 Q3	$4.78M	Buy	132,210 +2,075	+2%	+$71.5K	0.1%	145
2025 Q2	$4.3M	Buy	130,135 +4,159	+3%	+$129K	0.1%	139
2025 Q1	$3.88M	Buy	125,976 +7,166	+6%	+$217K	0.1%	148
2024 Q4	$3.45M	Buy	118,810 +4,476	+4%	+$139K	0.09%	142
2024 Q3	$3.69M	Sell	114,334 -5,453	-5%	-$163K	0.1%	141
2024 Q2	$3.54M	Sell	119,787 -8,769	-7%	-$255K	0.11%	132
2024 Q1	$3.57M	Buy	128,556 +846	+0.7%	+$22.8K	0.11%	130
2023 Q4	$3.47M	Sell	127,710 -2,751	-2%	-$72.2K	0.12%	123
2023 Q3	$3.42M	Sell	130,461 -11,799	-8%	-$317K	0.13%	116
2023 Q2	$3.81M	Buy	142,260 +1,865	+1%	+$49.5K	0.15%	110
2023 Q1	$3.66M	Sell	140,395 -353	-0.3%	-$9.2K	0.16%	103
2022 Q4	$3.49M	Sell	140,748 -6,763	-5%	-$166K	0.16%	99
2022 Q3	$3.46M	Buy	147,511 +5,143	+4%	+$131K	0.18%	92
2022 Q2	$3.69M	Buy	142,368 +3,251	+2%	+$89K	0.19%	89
2022 Q1	$4.03M	Buy	139,117 +3,402	+3%	+$104K	0.2%	82
2021 Q4	$4.21M	Buy	135,715 +816	+0.6%	+$26.1K	0.21%	81
2021 Q3	$4.35M	Buy	134,899 +13,106	+11%	+$417K	0.25%	72
2021 Q2	$3.93M	Buy	121,793 +23,338	+24%	+$744K	0.24%	71
2021 Q1	$3.03M	Sell	98,455 -25,584	-21%	-$769K	0.24%	70
2020 Q4	$3.5M	Sell	124,039 -6,063	-5%	-$158K	0.27%	56
2020 Q3	$3.09M	Buy	130,102 +2,852	+2%	+$70.2K	0.26%	59
2020 Q2	$2.98M	Buy	127,250 +9,368	+8%	+$210K	0.28%	55
2020 Q1	$2.42M	Buy	117,882 +69,507	+144%	+$1.82M	0.27%	57
2019 Q4	$1.44M	Sell	48,375 -2,467	-5%	-$71K	0.16%	94
2019 Q3	$1.39M	Buy	50,842 +37,850	+291%	+$1.05M	0.17%	91
2019 Q2	$373K	Buy	+12,992	New	+$364K	0.05%	185
2018 Q3	–	Sell	-24,439	Closed	-$676K	–	219
2018 Q2	$676K	Buy	+24,439	New	+$727K	0.13%	87

Other funds holding FNDE

BWL

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Empirical Wealth Management's FNDE Position: Q2 2026 in Review

Empirical Wealth Management reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.94% in Q2 2026, selling an estimated $48.2K and leaving 125,417 shares worth $4.98M. The position accounts for 0.07% of the portfolio, ranked #160.

Empirical Wealth Management first reported a position in FNDE in Q2 2018 and has held it in 30 quarters since. 203 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Empirical Wealth Management held 125,417 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $4.98M as of Q2 2026.
Empirical Wealth Management sold 1,191 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $48.2K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #160 holding.
Empirical Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and has held it in 30 quarters since.
203 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.