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 Q2	$8.42M	Buy	212,219 +188,063	+779%	+$7.61M	7.04%	5
2026 Q1	$924K	Buy	+24,156	New	+$932K	1.25%	20

Other funds holding FNDE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

January Capital Advisors's FNDE Position: Q2 2026 in Review

January Capital Advisors increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 779% in Q2 2026, buying an estimated $7.61M and bringing the position to 212,219 shares worth $8.42M. The position accounts for 7.04% of the portfolio, ranked #5.

January Capital Advisors first reported a position in FNDE in Q1 2026 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

January Capital Advisors held 212,219 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $8.42M as of Q2 2026.
January Capital Advisors bought 188,063 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $7.61M.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 7.04% of January Capital Advisors's portfolio in Q2 2026, its #5 holding.
January Capital Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
499 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.