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January Capital Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

January Capital 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 		$924K Buy
+24,156
New +$932K 1.25% 20

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $424B AUM 22.96% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

January Capital Advisors's FNDE Position: Q1 2026 in Review

January Capital Advisors opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026: 24,156 shares worth $924K. The stake represents 1.25% of the portfolio and ranks #20 among its holdings.

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

  • January Capital Advisors held 24,156 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $924K as of Q1 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF was a new January Capital Advisors position in Q1 2026.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 1.25% of January Capital Advisors's portfolio in Q1 2026, its #20 holding.
  • 476 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.