Pinnacle Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Pinnacle Wealth Management’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	$6.81M	Buy	178,075 +170,768	+2,337%	+$6.59M	4.59%	9
2025 Q4	$263K	Buy	7,307 +222	+3%	+$8.1K	0.18%	39
2025 Q3	$256K	Sell	7,085 -70	-1%	-$2.41K	0.17%	37
2025 Q2	$236K	Sell	7,155 -796	-10%	-$24.7K	0.2%	38
2025 Q1	$245K	Buy	7,951 +60	+0.8%	+$1.81K	0.28%	61
2024 Q4	$229K	Buy	7,891 +280	+4%	+$8.72K	0.26%	34
2024 Q3	$246K	Buy	7,611 +212	+3%	+$6.34K	0.29%	35
2024 Q2	$219K	Buy	+7,399	New	+$215K	0.27%	40
2023 Q4	–	Sell	-124,218	Closed	-$3.26M	–	36
2023 Q3	$3.26M	Sell	124,218 -2,035	-2%	-$54.7K	3.95%	4
2023 Q2	$3.38M	Buy	+126,253	New	+$3.35M	3.41%	7

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

Pinnacle Wealth Management's FNDE Position: Q1 2026 in Review

Pinnacle Wealth Management increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 2,337% in Q1 2026, buying an estimated $6.59M and bringing the position to 178,075 shares worth $6.81M. The position accounts for 4.59% of the portfolio, ranked #9.

Pinnacle Wealth Management first reported a position in FNDE in Q2 2023 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Pinnacle Wealth Management held 178,075 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $6.81M as of Q1 2026.
Pinnacle Wealth Management bought 170,768 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $6.59M.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 4.59% of Pinnacle Wealth Management's portfolio in Q1 2026, its #9 holding.
Pinnacle Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and has held it in 10 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Pinnacle Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.