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

Financial Synergies Wealth 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	$286K	Buy	7,202 +63	+0.9%	+$2.55K	0.02%	102
2026 Q1	$273K	Sell	7,139 -27	-0.4%	-$1.04K	0.03%	100
2025 Q4	$258K	Buy	7,166 +123	+2%	+$4.49K	0.02%	95
2025 Q3	$255K	Sell	7,043 -11	-0.2%	-$379	0.03%	87
2025 Q2	$233K	Buy	7,054 +450	+7%	+$14K	0.03%	86
2025 Q1	$203K	Buy	+6,604	New	+$200K	0.02%	79
2024 Q4	–	Sell	-9,506	Closed	-$307K	–	75
2024 Q3	$307K	Buy	+9,506	New	+$284K	0.04%	62
2024 Q2	–	Sell	-5,526	Closed	-$153K	–	208
2024 Q1	$153K	Sell	5,526 -735	-12%	-$19.8K	0.02%	83
2023 Q4	$155K	Buy	6,261 +596	+11%	+$15.6K	0.02%	69
2023 Q3	$149K	Sell	5,665 -698	-11%	-$18.8K	0.02%	74
2023 Q2	$170K	Buy	6,363 +102	+2%	+$2.71K	0.02%	69
2023 Q1	$163K	Hold	6,261	–	–	0.02%	68
2022 Q4	$155K	Sell	6,261 -658	-10%	-$16.1K	0.02%	69
2022 Q3	$162K	Sell	6,919 -176	-2%	-$4.49K	0.03%	68
2022 Q2	$184K	Buy	+7,095	New	+$194K	0.03%	66
2021 Q4	–	Sell	-6,545	Closed	-$211K	–	70
2021 Q3	$211K	Buy	6,545 +21	+0.3%	+$669	0.03%	63
2021 Q2	$210K	Buy	+6,524	New	+$208K	0.03%	60
2020 Q4	–	Sell	-23,610	Closed	-$560K	–	58
2020 Q3	$560K	Sell	23,610 -30,035	-56%	-$740K	0.14%	42
2020 Q2	$1.26M	Sell	53,645 -7,491	-12%	-$168K	0.43%	26
2020 Q1	$1.26M	Buy	61,136 +2,283	+4%	+$59.8K	0.72%	15
2019 Q4	$1.76M	Buy	58,853 +3,504	+6%	+$101K	0.79%	13
2019 Q3	$1.52M	Buy	55,349 +3,479	+7%	+$96.4K	0.74%	13
2019 Q2	$1.49M	Buy	51,870 +7,472	+17%	+$209K	0.75%	13
2019 Q1	$1.23M	Buy	+44,398	New	+$1.23M	0.65%	13

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

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's FNDE Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.88% in Q2 2026, buying an estimated $2.55K and bringing the position to 7,202 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #102.

Financial Synergies Wealth Advisors first reported a position in FNDE in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.76M in Q4 2019. 190 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Financial Synergies Wealth Advisors held 7,202 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $286K as of Q2 2026.
Financial Synergies Wealth Advisors bought 63 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $2.55K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 24 quarters since.
Financial Synergies Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.76M in Q4 2019.
190 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.