Atria Investments’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Atria Investments’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	$881K	Buy	23,028 +6,893	+43%	+$266K	0.01%	1129
2025 Q4	$582K	Buy	16,135 +4,331	+37%	+$158K	0.01%	1345
2025 Q3	$427K	Buy	11,804 +4,499	+62%	+$155K	﹤0.01%	1509
2025 Q2	$241K	Buy	+7,305	New	+$227K	﹤0.01%	1820
2022 Q2	–	Sell	-41,852	Closed	-$1.21M	–	792
2022 Q1	$1.21M	Sell	41,852 -2,068	-5%	-$63.1K	0.02%	769
2021 Q4	$1.36M	Sell	43,920 -8,574	-16%	-$274K	0.02%	711
2021 Q3	$1.69M	Buy	52,494 +1,155	+2%	+$36.8K	0.03%	595
2021 Q2	$1.66M	Buy	51,339 +4,834	+10%	+$154K	0.03%	582
2021 Q1	$1.43M	Sell	46,505 -1	-0%	-$30	0.03%	576
2020 Q4	$1.31M	Sell	46,506 -1,224	-3%	-$31.9K	0.03%	571
2020 Q3	$1.13M	Buy	47,730 +1,085	+2%	+$26.7K	0.03%	521
2020 Q2	$1.09M	Buy	+46,645	New	+$1.05M	0.04%	487
2020 Q1	–	Sell	-56,949	Closed	-$1.7M	–	765
2019 Q4	$1.7M	Buy	56,949 +2,819	+5%	+$81.1K	0.05%	365
2019 Q3	$1.48M	Buy	54,130 +4,862	+10%	+$135K	0.05%	300
2019 Q2	$1.29M	Buy	49,268 +493	+1%	+$13.8K	0.05%	331
2019 Q1	$1.35M	Buy	48,775 +8,399	+21%	+$233K	0.06%	279
2018 Q4	$1.04M	Buy	40,376 +603	+2%	+$16.3K	0.05%	290
2018 Q3	$1.15M	Buy	39,773 +24,817	+166%	+$698K	0.05%	360
2018 Q2	$414K	Buy	+14,956	New	+$445K	0.02%	629

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 $2.92B AUM 23.85% 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

Atria Investments's FNDE Position: Q1 2026 in Review

Atria Investments increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 43% in Q1 2026, buying an estimated $266K and bringing the position to 23,028 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #1129.

Atria Investments first reported a position in FNDE in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2019. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Atria Investments held 23,028 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $881K as of Q1 2026.
Atria Investments bought 6,893 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $266K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1129 holding.
Atria Investments first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and has held it in 19 quarters since.
Atria Investments's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1.7M in Q4 2019.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.