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

Strata 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 Q1	$364K	Hold	9,508	–	–	0.1%	59
2025 Q4	$343K	Hold	9,508	–	–	0.1%	64
2025 Q3	$344K	Hold	9,508	–	–	0.09%	71
2025 Q2	$314K	Buy	+9,508	New	+$295K	0.09%	63

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strata Wealth Advisors's FNDE Position: Q1 2026 in Review

Strata Wealth Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q1 2026 at 9,508 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #59.

Strata Wealth Advisors first reported a position in FNDE in Q2 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Strata Wealth Advisors held 9,508 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $364K as of Q1 2026.
Strata Wealth Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.1% of Strata Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Strata Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.