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

HHM 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	$19.1M	Buy	480,918 +47,789	+11%	+$1.93M	1.92%	11
2026 Q1	$16.6M	Buy	433,129 +630	+0.1%	+$24.3K	1.91%	12
2025 Q4	$15.6M	Sell	432,499 -16,425	-4%	-$599K	1.84%	11
2025 Q3	$16.2M	Sell	448,924 -71,773	-14%	-$2.47M	1.88%	10
2025 Q2	$17.2M	Buy	520,697 +4,254	+0.8%	+$132K	2.04%	9
2025 Q1	$15.9M	Buy	516,443 +8,428	+2%	+$255K	2.14%	9
2024 Q4	$14.8M	Buy	508,015 +11,012	+2%	+$343K	2.01%	10
2024 Q3	$16M	Sell	497,003 -2,200	-0.4%	-$65.8K	2.27%	9
2024 Q2	$14.8M	Buy	499,203 +19,320	+4%	+$561K	2.22%	9
2024 Q1	$13.3M	Buy	479,883 +27,549	+6%	+$744K	2.19%	9
2023 Q4	$12.3M	Buy	452,334 +4,837	+1%	+$127K	2.14%	8
2023 Q3	$11.7M	Sell	447,497 -7,432	-2%	-$200K	2.29%	8
2023 Q2	$12.2M	Buy	454,929 +16,015	+4%	+$425K	2.28%	8
2023 Q1	$11.4M	Buy	438,914 +40,882	+10%	+$1.06M	2.33%	8
2022 Q4	$9.86M	Buy	398,032 +50,457	+15%	+$1.24M	2.25%	9
2022 Q3	$8.15M	Buy	347,575 +60,014	+21%	+$1.53M	2.14%	9
2022 Q2	$7.46M	Buy	287,561 +12,150	+4%	+$333K	1.91%	9
2022 Q1	$7.97M	Buy	275,411 +19,010	+7%	+$580K	1.86%	10
2021 Q4	$7.95M	Buy	256,401 +7,811	+3%	+$250K	1.92%	11
2021 Q3	$8.01M	Buy	248,590 +3,437	+1%	+$109K	2.18%	8
2021 Q2	$7.91M	Buy	245,153 +14,492	+6%	+$462K	2.15%	8
2021 Q1	$7.09M	Sell	230,661 -4,647	-2%	-$140K	2.19%	8
2020 Q4	$6.65M	Sell	235,308 -5,083	-2%	-$133K	2.28%	7
2020 Q3	$5.7M	Sell	240,391 -17,815	-7%	-$439K	2.28%	8
2020 Q2	$6.04M	Buy	258,206 +3,888	+2%	+$87.1K	2.53%	7
2020 Q1	$5.23M	Buy	254,318 +36,595	+17%	+$959K	2.55%	8
2019 Q4	$6.45M	Buy	217,723 +16,750	+8%	+$482K	3.1%	8
2019 Q3	$5.5M	Sell	200,973 -3,671	-2%	-$102K	3.13%	8
2019 Q2	$5.88M	Buy	204,644 +9,280	+5%	+$260K	3.47%	8
2019 Q1	$5.42M	Buy	195,364 +7,397	+4%	+$205K	3.47%	8
2018 Q4	$4.86M	Buy	+187,967	New	+$5.09M	3.56%	7

Other funds holding FNDE

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

CST

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

HHM Wealth Advisors's FNDE Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 11% in Q2 2026, buying an estimated $1.93M and bringing the position to 480,918 shares worth $19.1M. The position accounts for 1.92% of the portfolio, ranked #11.

HHM Wealth Advisors first reported a position in FNDE in Q4 2018 and has held it in 31 quarters since. 93 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

HHM Wealth Advisors held 480,918 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $19.1M as of Q2 2026.
HHM Wealth Advisors bought 47,789 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $1.93M.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 1.92% of HHM Wealth Advisors's portfolio in Q2 2026, its #11 holding.
HHM Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2018 and has held it in 31 quarters since.
93 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

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