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

Root Financial Partners’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	$573K	Buy	13,690 +614	+5%	+$25.4K	0.02%	203
2026 Q2	$519K	Buy	13,076 +725	+6%	+$29.3K	0.02%	190
2026 Q1	$473K	Sell	12,351 -1,324	-10%	-$51.1K	0.02%	172
2025 Q4	$493K	Buy	13,675 +3,141	+30%	+$115K	0.03%	165
2025 Q3	$381K	Buy	10,534 +2,806	+36%	+$96.7K	0.02%	181
2025 Q2	$255K	Buy	+7,728	New	+$240K	0.02%	206

Other funds holding FNDE

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Root Financial Partners's FNDE Position: Q3 2026 in Review

Root Financial Partners increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 4.7% in Q3 2026, buying an estimated $25.4K and bringing the position to 13,690 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #203.

Root Financial Partners first reported a position in FNDE in Q2 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Root Financial Partners held 13,690 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $573K as of Q3 2026.
Root Financial Partners bought 614 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $25.4K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #203 holding.
Root Financial Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.