Burk Holdings’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Burk Holdings’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	$82.3K	Buy	+2,152	New	+$83K	0.04%	119

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 $2.6B AUM 18.62% 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

Burk Holdings's FNDE Position: Q1 2026 in Review

Burk Holdings opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026: 2,152 shares worth $82.3K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Burk Holdings held 2,152 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $82.3K as of Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Burk Holdings position in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.04% of Burk Holdings's portfolio in Q1 2026, its #119 holding.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.