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Berger Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Berger Financial Group’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 		$394K Sell
10,298
-39
-0.4% -$1.5K 0.02% 323
2025
Q4 		$373K Buy
10,337
+3,413
+49% +$125K 0.02% 331
2025
Q3 		$250K Buy
+6,924
New +$239K 0.02% 387

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

Berger Financial Group's FNDE Position: Q1 2026 in Review

Berger Financial Group reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.38% in Q1 2026, selling an estimated $1.5K and leaving 10,298 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #323.

Berger Financial Group first reported a position in FNDE in Q3 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Berger Financial Group held 10,298 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $394K as of Q1 2026.
  • Berger Financial Group sold 39 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $1.5K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #323 holding.
  • Berger Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.