McCarley & Cook Financial Planners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

McCarley & Cook Financial Planners’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	$25.9K	Hold	618	–	–	0.02%	120
2026 Q2	$24.5K	Hold	618	–	–	0.02%	118
2026 Q1	$23.6K	Sell	618 -3	-0.5%	-$116	0.02%	121
2025 Q4	$22.4K	Buy	+621	New	+$22.7K	0.02%	110

Other funds holding FNDE

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McCarley & Cook Financial Planners's FNDE Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2026 at 618 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #120.

McCarley & Cook Financial Planners first reported a position in FNDE in Q4 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

McCarley & Cook Financial Planners held 618 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $25.9K as of Q3 2026.
McCarley & Cook Financial Planners left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #120 holding.
McCarley & Cook Financial Planners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2025 and has held it in 4 quarters since.
148 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.