Wealth Forward LLC’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Wealth Forward LLC’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	$7.93M	Buy	189,393 +10,973	+6%	+$455K	3.59%	9
2026 Q2	$7.08M	Buy	178,420 +2,130	+1%	+$86.1K	3.53%	11
2026 Q1	$6.74M	Sell	176,290 -13	-0%	-$501	3.81%	10
2025 Q4	$6.36M	Buy	176,303 +1,534	+0.9%	+$56K	3.59%	11
2025 Q3	$6.32M	Sell	174,769 -12,044	-6%	-$415K	3.67%	10
2025 Q2	$6.17M	Sell	186,813 -386	-0.2%	-$12K	4.14%	9
2025 Q1	$5.77M	Sell	187,199 -2,451	-1%	-$74.1K	4.1%	9
2024 Q4	$5.51M	Buy	189,650 +4,827	+3%	+$150K	3.89%	9
2024 Q3	$5.96M	Buy	184,823 +28,625	+18%	+$856K	4.18%	9
2024 Q2	$4.62M	Sell	156,198 -25	-0%	-$726	3.61%	10
2024 Q1	$4.34M	Buy	156,223 +6,235	+4%	+$168K	3.41%	10
2023 Q4	$4.07M	Buy	+149,988	New	+$3.94M	3.44%	10

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

Wealth Forward LLC's FNDE Position: Q3 2026 in Review

Wealth Forward LLC increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 6.2% in Q3 2026, buying an estimated $455K and bringing the position to 189,393 shares worth $7.93M. The position accounts for 3.59% of the portfolio, ranked #9.

Wealth Forward LLC first reported a position in FNDE in Q4 2023 and has held it in 12 quarters since. 172 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Wealth Forward LLC held 189,393 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $7.93M as of Q3 2026.
Wealth Forward LLC bought 10,973 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $455K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 3.59% of Wealth Forward LLC's portfolio in Q3 2026, its #9 holding.
Wealth Forward LLC first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and has held it in 12 quarters since.
172 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.