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

JFS 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	–	Sell	-200	Closed	-$7.65K	–	2267
2026 Q1	$7.65K	Hold	200	–	–	﹤0.01%	1045
2025 Q4	$7.21K	Buy	200 +7	+4%	+$255	﹤0.01%	1102
2025 Q3	$6.97K	Hold	193	–	–	﹤0.01%	1003
2025 Q2	$6.37K	Buy	193 +1	+0.5%	+$31	﹤0.01%	1002
2025 Q1	$5.9K	Hold	192	–	–	﹤0.01%	1057
2024 Q4	$5.57K	Buy	192 +8	+4%	+$249	﹤0.01%	1090
2024 Q3	$5.95K	Buy	184 +1	+0.5%	+$30	﹤0.01%	1059
2024 Q2	$5.41K	Hold	183	–	–	﹤0.01%	1032
2024 Q1	$5.08K	Hold	183	–	–	﹤0.01%	1091
2023 Q4	$4.96K	Buy	183 +7	+4%	+$184	﹤0.01%	1060
2023 Q3	$4.61K	Hold	176	–	–	﹤0.01%	1017
2023 Q2	$4.71K	Buy	176 +2	+1%	+$53	﹤0.01%	1034
2023 Q1	$4.54K	Hold	174	–	–	﹤0.01%	1026
2022 Q4	$4.32K	Buy	174 +7	+4%	+$172	﹤0.01%	1056
2022 Q3	$4K	Hold	167	–	–	﹤0.01%	1058
2022 Q2	$4K	Buy	167 +2	+1%	+$55	﹤0.01%	1068
2022 Q1	$5K	Buy	+165	New	+$5.03K	﹤0.01%	1033
2019 Q3	–	Sell	-104	Closed	-$3K	–	523
2019 Q2	$3K	Sell	104 -95	-48%	-$2.66K	﹤0.01%	418
2019 Q1	$6K	Buy	+199	New	+$5.53K	﹤0.01%	383

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BWL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 200 shares — an estimated $7.65K sold.

JFS Wealth Advisors first reported a position in FNDE in Q1 2019 and held it in 19 quarters. The position peaked at $7.65K in Q1 2026. 492 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

JFS Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 200 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $7.65K.
JFS Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and held it in 19 quarters.
JFS Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $7.65K in Q1 2026.
492 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.