Resonant Capital Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.3M	Sell	556,985 -82,632	-13%	-$3.19M	1.12%	26
2025 Q4	$23.1M	Buy	639,617 +63,873	+11%	+$2.33M	1.27%	21
2025 Q3	$20.8M	Buy	575,744 +4,585	+0.8%	+$158K	1.21%	21
2025 Q2	$18.9M	Buy	571,159 +10,736	+2%	+$334K	1.2%	21
2025 Q1	$17.3M	Buy	560,423 +113,464	+25%	+$3.43M	1.2%	21
2024 Q4	$13M	Buy	446,959 +1,009	+0.2%	+$31.4K	0.95%	25
2024 Q3	$14.4M	Buy	445,950 +6,199	+1%	+$185K	1.06%	23
2024 Q2	$13.1M	Buy	439,751 +22,888	+5%	+$665K	1.06%	22
2024 Q1	$11.6M	Buy	416,863 +11,064	+3%	+$299K	0.99%	23
2023 Q4	$11M	Buy	405,799 +6,022	+2%	+$158K	1.06%	22
2023 Q3	$10.5M	Buy	399,777 +7,346	+2%	+$197K	1.12%	22
2023 Q2	$10.5M	Buy	392,431 +1,600	+0.4%	+$42.5K	1.14%	25
2023 Q1	$10.2M	Buy	390,831 +98,643	+34%	+$2.57M	1.16%	23
2022 Q4	$7.24M	Sell	292,188 -49,187	-14%	-$1.21M	0.9%	28
2022 Q3	$8M	Sell	341,375 -27,069	-7%	-$690K	1.22%	19
2022 Q2	$9.55M	Buy	368,444 +7,085	+2%	+$194K	1.49%	14
2022 Q1	$10.6M	Buy	361,359 +18,636	+5%	+$568K	1.57%	14
2021 Q4	$10.6M	Buy	342,723 +21,468	+7%	+$686K	1.6%	16
2021 Q3	$10.4M	Buy	321,255 +22,670	+8%	+$722K	1.8%	14
2021 Q2	$9.63M	Buy	298,585 +10,736	+4%	+$342K	1.86%	12
2021 Q1	$8.85M	Buy	287,849 +22,543	+8%	+$677K	1.82%	14
2020 Q4	$7.5M	Buy	265,306 +20,524	+8%	+$535K	1.78%	15
2020 Q3	$5.81M	Buy	244,782 +24,024	+11%	+$592K	1.65%	15
2020 Q2	$5.17M	Buy	220,758 +128,810	+140%	+$2.89M	1.5%	16
2020 Q1	$1.89M	Buy	91,948 +38,222	+71%	+$1M	0.69%	40
2019 Q4	$1.6M	Buy	+53,726	New	+$1.55M	0.51%	64