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 Q3	$398K	Hold	9,508	–	–	0.09%	62
2026 Q2	$377K	Hold	9,508	–	–	0.09%	65
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

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

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

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strata Wealth Advisors's FNDE Position: Q3 2026 in Review

Strata Wealth Advisors held its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) position steady in Q3 2026 at 9,508 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #62.

Strata Wealth Advisors first reported a position in FNDE in Q2 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Strata Wealth Advisors held 9,508 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $398K as of Q3 2026.
Strata Wealth Advisors left its Schwab Fundamental Emerging Markets Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.09% of Strata Wealth Advisors's portfolio in Q3 2026, its #62 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 6 quarters since.
181 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.