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

LifeSteps 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
Q2 		$4.01K Buy
+101
New +$4.08K ﹤0.01% 574
2024
Q2 		– Sell
-101
Closed -$2.8K – 198
2024
Q1 		$2.8K Buy
+101
New +$2.73K ﹤0.01% 379
2020
Q1 		– Sell
-8,518
Closed -$254K – 84
2019
Q4 		$254K Buy
+8,518
New +$245K 0.24% 80

Other funds holding FNDE

UA
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
AL
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
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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return

LifeSteps Financial's FNDE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026: 101 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FNDE as recently as Q1 2024.

LifeSteps Financial first reported a position in FNDE in Q4 2019 and has held it in 3 quarters since. The position peaked at $254K in Q4 2019. 130 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

  • LifeSteps Financial held 101 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $4.01K as of Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new LifeSteps Financial position in Q2 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #574 holding.
  • LifeSteps Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2019 and has held it in 3 quarters since.
  • LifeSteps Financial's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $254K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.