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

Forza 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 Q3	$1.16M	Hold	27,714	–	–	0.34%	68
2026 Q2	$1.1M	Hold	27,714	–	–	0.34%	67
2026 Q1	$1.06M	Hold	27,714	–	–	0.37%	64
2025 Q4	$999K	Hold	27,714	–	–	0.36%	68
2025 Q3	$1M	Hold	27,714	–	–	0.38%	62
2025 Q2	$915K	Hold	27,714	–	–	0.38%	67
2025 Q1	$854K	Hold	27,714	–	–	0.38%	69
2024 Q4	$805K	Hold	27,714	–	–	0.37%	68
2024 Q3	$894K	Hold	27,714	–	–	0.41%	66
2024 Q2	$820K	Hold	27,714	–	–	0.42%	65
2024 Q1	$769K	Hold	27,714	–	–	0.4%	65
2023 Q4	$752K	Sell	27,714 -5,335	-16%	-$140K	0.42%	66
2023 Q3	$867K	Hold	33,049	–	–	0.45%	72
2023 Q2	$885K	Hold	33,049	–	–	0.45%	75
2023 Q1	$861K	Buy	33,049 +5,335	+19%	+$139K	0.44%	73
2022 Q4	$687K	Buy	+27,714	New	+$680K	0.46%	61

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

Forza Wealth Management's FNDE Position: Q3 2026 in Review

Forza Wealth Management held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2026 at 27,714 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #68.

Forza Wealth Management first reported a position in FNDE in Q4 2022 and has held it in 16 quarters since. 197 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Forza Wealth Management held 27,714 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.16M as of Q3 2026.
Forza Wealth Management 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 0.34% of Forza Wealth Management's portfolio in Q3 2026, its #68 holding.
Forza Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and has held it in 16 quarters since.
197 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.