ERn Financial LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

ERn Financial LLC’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	$2.43M	Buy	61,131 +292	+0.5%	+$11.8K	0.4%	50
2026 Q1	$2.33M	Sell	60,839 -1,436	-2%	-$55.4K	0.44%	47
2025 Q4	$2.25M	Buy	62,275 +2,925	+5%	+$107K	0.42%	55
2025 Q3	$2.15M	Buy	59,350 +226	+0.4%	+$7.79K	0.42%	51
2025 Q2	$1.95M	Buy	+59,124	New	+$1.84M	0.41%	52

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 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

ERn Financial LLC's FNDE Position: Q2 2026 in Review

ERn Financial LLC increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.48% in Q2 2026, buying an estimated $11.8K and bringing the position to 61,131 shares worth $2.43M. The position accounts for 0.4% of the portfolio, ranked #50.

ERn Financial LLC first reported a position in FNDE in Q2 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

ERn Financial LLC held 61,131 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.43M as of Q2 2026.
ERn Financial LLC bought 292 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $11.8K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.4% of ERn Financial LLC's portfolio in Q2 2026, its #50 holding.
ERn Financial LLC first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.