Jim Simons’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Jim Simons’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	$1.78M	Buy	46,400 +16,800	+57%	+$648K	﹤0.01%	1962
2025 Q4	$1.07M	Buy	+29,600	New	+$1.08M	﹤0.01%	2236
2025 Q2	–	Sell	-20,900	Closed	-$644K	–	3656
2025 Q1	$644K	Sell	20,900 -55,661	-73%	-$1.68M	﹤0.01%	2635
2024 Q4	$2.22M	Buy	+76,561	New	+$2.39M	﹤0.01%	1984
2024 Q3	–	Sell	-11,100	Closed	-$328K	–	3647
2024 Q2	$328K	Buy	+11,100	New	+$322K	﹤0.01%	2875
2024 Q1	–	Sell	-56,507	Closed	-$1.53M	–	3819
2023 Q4	$1.53M	Buy	+56,507	New	+$1.48M	﹤0.01%	2113
2023 Q2	–	Sell	-84,100	Closed	-$2.19M	–	4038
2023 Q1	$2.19M	Sell	84,100 -76,500	-48%	-$1.99M	﹤0.01%	1977
2022 Q4	$3.98M	Buy	160,600 +70,900	+79%	+$1.74M	0.01%	1656
2022 Q3	$2.1M	Buy	89,700 +20,600	+30%	+$525K	﹤0.01%	1971
2022 Q2	$1.79M	Buy	+69,100	New	+$1.89M	﹤0.01%	2271
2022 Q1	–	Sell	-23,300	Closed	-$722K	–	4185
2021 Q4	$722K	Sell	23,300 -24,400	-51%	-$780K	﹤0.01%	2890
2021 Q3	$1.54M	Buy	+47,700	New	+$1.52M	﹤0.01%	2290
2020 Q4	–	Sell	-17,600	Closed	-$417K	–	3488
2020 Q3	$417K	Buy	+17,600	New	+$433K	﹤0.01%	2883

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 $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 22.96% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 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

Jim Simons's FNDE Position: Q1 2026 in Review

Jim Simons increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 57% in Q1 2026, buying an estimated $648K and bringing the position to 46,400 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Jim Simons first reported a position in FNDE in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.98M in Q4 2022. 475 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Jim Simons held 46,400 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $1.78M as of Q1 2026.
Jim Simons bought 16,800 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $648K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1962 holding.
Jim Simons first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2020 and has held it in 13 quarters since.
Jim Simons's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.98M in Q4 2022.
475 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.