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

Sax 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	$11.1M	Buy	288,916 +18,287	+7%	+$740K	0.45%	39
2026 Q1	$9.76M	Sell	270,629 -1,315	-0.5%	-$50.7K	0.47%	36
2025 Q4	$9.81M	Buy	271,944 +24,555	+10%	+$896K	0.46%	38
2025 Q3	$8.95M	Buy	247,389 +57,490	+30%	+$1.98M	0.48%	35
2025 Q2	$6.27M	Buy	189,899 +50,335	+36%	+$1.56M	0.38%	42
2025 Q1	$4.3M	Buy	139,564 +58,196	+72%	+$1.76M	0.31%	52
2024 Q4	$2.36M	Buy	81,368 +54,047	+198%	+$1.68M	0.19%	66
2024 Q3	$882K	Buy	27,321 +19,226	+238%	+$575K	0.08%	102
2024 Q2	$239K	Buy	+8,095	New	+$235K	0.02%	242

Other funds holding FNDE

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return