Kaizen Financial Strategies’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Kaizen Financial Strategies’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	$1.12M	Sell	28,342 -14,613	-34%	-$591K	0.36%	50
2026 Q1	$1.74M	Sell	42,955 -6,605	-13%	-$255K	0.73%	28
2025 Q4	$1.79M	Sell	49,560 -662	-1%	-$24.2K	0.79%	26
2025 Q3	$1.85M	Buy	50,222 +7,443	+17%	+$257K	0.84%	24
2025 Q2	$1.41M	Sell	42,779 -2,654	-6%	-$82.5K	0.72%	26
2025 Q1	$1.4M	Sell	45,433 -130	-0.3%	-$3.93K	0.81%	27
2024 Q4	$1.32M	Buy	45,563 +1,349	+3%	+$42K	0.75%	26
2024 Q3	$1.43M	Sell	44,214 -524	-1%	-$15.7K	0.83%	23
2024 Q2	$1.3M	Buy	44,738 +605	+1%	+$17.6K	0.81%	23
2024 Q1	$1.23M	Buy	44,133 +993	+2%	+$26.8K	0.83%	24
2023 Q4	$1.17M	Buy	43,140 +738	+2%	+$19.4K	0.89%	24
2023 Q3	$1.11M	Buy	+42,402	New	+$1.14M	0.94%	23

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

Kaizen Financial Strategies's FNDE Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 34% in Q2 2026, selling an estimated $591K and leaving 28,342 shares worth $1.12M. The position accounts for 0.36% of the portfolio, ranked #50.

Kaizen Financial Strategies first reported a position in FNDE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q3 2025. 219 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Kaizen Financial Strategies held 28,342 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.12M as of Q2 2026.
Kaizen Financial Strategies sold 14,613 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $591K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.36% of Kaizen Financial Strategies's portfolio in Q2 2026, its #50 holding.
Kaizen Financial Strategies first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
Kaizen Financial Strategies's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.85M in Q3 2025.
219 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.