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Beacon Pointe Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Beacon Pointe 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 		$2.71M Buy
70,911
+27,728
+64% +$1.07M 0.01% 645
2025
Q4 		$1.56M Buy
43,183
+3,622
+9% +$132K 0.01% 687
2025
Q3 		$1.43M Sell
39,561
-3,119
-7% -$107K 0.01% 634
2025
Q2 		$1.41M Buy
42,680
+4,299
+11% +$134K 0.01% 572
2025
Q1 		$1.18M Buy
38,381
+2,193
+6% +$66.3K 0.01% 592
2024
Q4 		$1.05M Sell
36,188
-2,359
-6% -$73.5K 0.01% 619
2024
Q3 		$1.24M Buy
38,547
+5,120
+15% +$153K 0.01% 571
2024
Q2 		$988K Sell
33,427
-641
-2% -$18.6K 0.01% 644
2024
Q1 		$946K Sell
34,068
-2,757
-7% -$74.4K 0.01% 704
2023
Q4 		$999K Buy
36,825
+9,248
+34% +$243K 0.01% 665
2023
Q3 		$723K Buy
27,577
+9,984
+57% +$268K 0.01% 737
2023
Q2 		$471K Sell
17,593
-992
-5% -$26.3K 0.01% 732
2023
Q1 		$484K Buy
+18,585
New +$484K 0.01% 768
2022
Q4 		– Sell
-9,573
Closed -$226K – 1076
2022
Q3 		$226K Sell
9,573
-976
-9% -$24.9K 0.01% 888
2022
Q2 		$272K Sell
10,549
-455
-4% -$12.5K 0.01% 861
2022
Q1 		$319K Buy
11,004
+1,993
+22% +$60.8K ﹤0.01% 961
2021
Q4 		$279K Buy
9,011
+1,113
+14% +$35.6K 0.01% 763
2021
Q3 		$255K Sell
7,898
-465
-6% -$14.8K 0.01% 768
2021
Q2 		$270K Buy
8,363
+1,398
+20% +$44.6K 0.01% 696
2021
Q1 		$213K Sell
6,965
-700
-9% -$21K 0.01% 486
2020
Q4 		$217K Buy
+7,665
New +$200K 0.01% 449

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Pointe Advisors's FNDE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 64% in Q1 2026, buying an estimated $1.07M and bringing the position to 70,911 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #645.

Beacon Pointe Advisors first reported a position in FNDE in Q4 2020 and has held it in 21 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Beacon Pointe Advisors held 70,911 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.71M as of Q1 2026.
  • Beacon Pointe Advisors bought 27,728 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $1.07M.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #645 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2020 and has held it in 21 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.