Saxon Interests’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Saxon Interests’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	$502K	Sell	11,990 -1,605	-12%	-$66.5K	0.17%	128
2026 Q2	$539K	Hold	13,595	–	–	0.15%	147
2026 Q1	$520K	Hold	13,595	–	–	0.18%	138
2025 Q4	$490K	Sell	13,595 -24	-0.2%	-$876	0.17%	120
2025 Q3	$469K	Sell	13,619 -61	-0.4%	-$2.1K	0.18%	113
2025 Q2	$421K	Hold	13,680	–	–	0.2%	114
2025 Q1	$421K	Hold	13,680	–	–	0.2%	114
2024 Q4	$397K	Sell	13,680 -856	-6%	-$26.7K	0.17%	118
2024 Q3	$469K	Hold	14,536	–	–	0.21%	105
2024 Q2	$430K	Hold	14,536	–	–	0.2%	110
2024 Q1	$404K	Sell	14,536 -6,638	-31%	-$179K	0.19%	115
2023 Q4	$575K	Buy	+21,174	New	+$556K	0.29%	89
2023 Q3	–	Sell	-21,441	Closed	-$574K	–	97
2023 Q2	$574K	Sell	21,441 -470	-2%	-$12.5K	0.31%	88
2023 Q1	$571K	Sell	21,911 -74,953	-77%	-$1.95M	0.32%	94
2022 Q4	$2.51M	Buy	96,864 +1,179	+1%	+$28.9K	1.43%	18
2022 Q3	$2.36M	Buy	95,685 +3,743	+4%	+$95.4K	1.44%	20
2022 Q2	$2.38M	Sell	91,942 -25,404	-22%	-$696K	1.44%	22
2022 Q1	$3.4M	Buy	117,346 +20,641	+21%	+$630K	1.81%	17
2021 Q4	$3.09M	Buy	+96,705	New	+$3.09M	1.75%	18

Other funds holding FNDE

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 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

Saxon Interests's FNDE Position: Q3 2026 in Review

Saxon Interests reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 12% in Q3 2026, selling an estimated $66.5K and leaving 11,990 shares worth $502K. The position accounts for 0.17% of the portfolio, ranked #128.

Saxon Interests first reported a position in FNDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4M in Q1 2022. 315 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Saxon Interests held 11,990 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $502K as of Q3 2026.
Saxon Interests sold 1,605 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $66.5K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.17% of Saxon Interests's portfolio in Q3 2026, its #128 holding.
Saxon Interests first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
Saxon Interests's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.4M in Q1 2022.
315 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.