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Bell Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bell Investment 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 		$8.11M Sell
212,046
-4,521
-2% -$174K 1.27% 18
2025
Q4 		$7.81M Buy
216,567
+4,835
+2% +$176K 1.24% 17
2025
Q3 		$7.66M Sell
211,732
-8,711
-4% -$300K 1.25% 17
2025
Q2 		$7.28M Sell
220,443
-1,780
-0.8% -$55.3K 1.25% 18
2025
Q1 		$6.84M Sell
222,223
-3,184
-1% -$96.2K 1.26% 20
2024
Q4 		$6.55M Buy
225,407
+9,351
+4% +$291K 1.22% 22
2024
Q3 		$6.97M Sell
216,056
-474
-0.2% -$14.2K 1.28% 20
2024
Q2 		$6.4M Sell
216,530
-2,643
-1% -$76.8K 1.26% 20
2024
Q1 		$6.08M Buy
219,173
+1,958
+0.9% +$52.9K 1.19% 22
2023
Q4 		$5.9M Buy
217,215
+23,155
+12% +$608K 1.21% 22
2023
Q3 		$5.09M Buy
194,060
+19,645
+11% +$528K 1.14% 23
2023
Q2 		$4.67M Buy
174,415
+18,387
+12% +$488K 1.04% 24
2023
Q1 		$4.06M Buy
156,028
+13,973
+10% +$364K 0.95% 23
2022
Q4 		$3.52M Buy
142,055
+53,847
+61% +$1.32M 0.88% 22
2022
Q3 		$2.07M Buy
88,208
+18,230
+26% +$465K 0.64% 25
2022
Q2 		$1.81M Buy
+69,978
New +$1.92M 0.56% 28
2021
Q4 		$1.43M Buy
46,219
+4,268
+10% +$136K 0.39% 33
2021
Q3 		$1.35M Buy
+41,951
New +$1.34M 0.4% 34

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 $2.92B AUM 23.85% 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

Bell Investment Advisors's FNDE Position: Q1 2026 in Review

Bell Investment Advisors reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2.1% in Q1 2026, selling an estimated $174K and leaving 212,046 shares worth $8.11M. The position accounts for 1.27% of the portfolio, ranked #18.

Bell Investment Advisors first reported a position in FNDE in Q3 2021 and has held it in 18 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Bell Investment Advisors held 212,046 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $8.11M as of Q1 2026.
  • Bell Investment Advisors sold 4,521 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $174K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 1.27% of Bell Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Bell Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and has held it in 18 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.