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

Physician 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	$18.9K	Sell	476 -59	-11%	-$2.39K	﹤0.01%	681
2026 Q1	$20.5K	Hold	535	–	–	﹤0.01%	608
2025 Q4	$19.3K	Sell	535 -88	-14%	-$3.21K	﹤0.01%	595
2025 Q3	$22.5K	Sell	623 -45	-7%	-$1.55K	﹤0.01%	548
2025 Q2	$22.1K	Hold	668	–	–	﹤0.01%	494
2025 Q1	$20.6K	Hold	668	–	–	﹤0.01%	478
2024 Q4	$19.4K	Buy	+668	New	+$20.8K	﹤0.01%	515

Other funds holding FNDE

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

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

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

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

Physician Wealth Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 11% in Q2 2026, selling an estimated $2.39K and leaving 476 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Physician Wealth Advisors first reported a position in FNDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.5K in Q3 2025. 130 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Physician Wealth Advisors held 476 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $18.9K as of Q2 2026.
Physician Wealth Advisors sold 59 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $2.39K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #681 holding.
Physician Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $22.5K in Q3 2025.
130 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.