Lee Financial
FNDE icon

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

Lee Financial’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 		$1.92M Buy
45,769
+9,274
+25% +$384K 0.24% 40
2026
Q2 		$1.45M Buy
36,495
+6,141
+20% +$248K 0.18% 55
2026
Q1 		$1.16M Buy
30,354
+5,286
+21% +$204K 0.16% 62
2025
Q4 		$904K Sell
25,068
-352
-1% -$12.8K 0.12% 84
2025
Q3 		$919K Buy
25,420
+739
+3% +$25.5K 0.12% 94
2025
Q2 		$815K Buy
24,681
+235
+1% +$7.3K 0.12% 83
2025
Q1 		$753K Buy
24,446
+2,025
+9% +$61.2K 0.12% 85
2024
Q4 		$651K Buy
22,421
+1,971
+10% +$61.4K 0.09% 101
2024
Q3 		$660K Buy
20,450
+1,799
+10% +$53.8K 0.09% 101
2024
Q2 		$553K Buy
18,651
+4,369
+31% +$127K 0.09% 93
2024
Q1 		$396K Buy
14,282
+7,868
+123% +$212K 0.07% 107
2023
Q4 		$174K Buy
6,414
+4,869
+315% +$128K 0.03% 144
2023
Q3 		$40.5K Buy
1,545
+1,020
+194% +$27.4K 0.01% 241
2023
Q2 		$14.1K Buy
525
+100
+24% +$2.65K ﹤0.01% 358
2023
Q1 		$11.1K Sell
425
-250
-37% -$6.51K ﹤0.01% 399
2022
Q4 		$16.7K Buy
675
+300
+80% +$7.36K ﹤0.01% 374
2022
Q3 		$9K Buy
375
+173
+86% +$4.41K ﹤0.01% 453
2022
Q2 		$5K Hold
202
– – ﹤0.01% 554
2022
Q1 		$6K Sell
202
-1,312,424
-100% -$40M ﹤0.01% 495
2021
Q4 		$40.7M Buy
1,312,626
+140,179
+12% +$4.48M 7.64% 3
2021
Q3 		$37.8M Buy
1,172,447
+59,292
+5% +$1.89M 7.82% 3
2021
Q2 		$35.9M Buy
1,113,155
+184,384
+20% +$5.88M 7.61% 3
2021
Q1 		$28.6M Buy
928,771
+175,298
+23% +$5.27M 6.77% 3
2020
Q4 		$21.3M Sell
753,473
-22,614
-3% -$590K 5.52% 4
2020
Q3 		$18.4M Sell
776,087
-48,073
-6% -$1.18M 5.14% 4
2020
Q2 		$19.3M Sell
824,160
-198,781
-19% -$4.45M 5.36% 5
2020
Q1 		$21M Buy
1,022,941
+68,962
+7% +$1.81M 6.98% 4
2019
Q4 		$28.5M Buy
953,979
+525,467
+123% +$15.1M 6.15% 4
2019
Q3 		$11.7M Buy
428,512
+428,284
+187,844% +$11.9M 2.64% 10
2019
Q2 		$7K Hold
228
– – ﹤0.01% 404
2019
Q1 		$6K Buy
+228
New +$6.33K ﹤0.01% 399

Other funds holding FNDE

Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Lee Financial's FNDE Position: Q3 2026 in Review

Lee Financial increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 25% in Q3 2026, buying an estimated $384K and bringing the position to 45,769 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #40.

Lee Financial first reported a position in FNDE in Q1 2019 and has held it in 31 quarters since. The position peaked at $40.7M in Q4 2021. 114 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

  • Lee Financial held 45,769 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.92M as of Q3 2026.
  • Lee Financial bought 9,274 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $384K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.24% of Lee Financial's portfolio in Q3 2026, its #40 holding.
  • Lee Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and has held it in 31 quarters since.
  • Lee Financial's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $40.7M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.