Regal Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Regal Investment 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	$268K	Buy	+7,001	New	+$270K	0.02%	559
2025 Q2	–	Sell	-8,505	Closed	-$262K	–	494
2025 Q1	$262K	Buy	+8,505	New	+$257K	0.02%	428
2024 Q4	–	Sell	-8,497	Closed	-$274K	–	480
2024 Q3	$274K	Hold	8,497	–	–	0.02%	466
2024 Q2	$251K	Buy	8,497 +46	+0.5%	+$1.34K	0.02%	497
2024 Q1	$235K	Buy	8,451 +125	+2%	+$3.37K	0.02%	512
2023 Q4	$226K	Buy	+8,326	New	+$219K	0.02%	486

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 $2.92B AUM 23.85% 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

Regal Investment Advisors's FNDE Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2026: 7,001 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #559 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in FNDE as recently as Q1 2025.

Regal Investment Advisors first reported a position in FNDE in Q4 2023 and has held it in 6 quarters since. The position peaked at $274K in Q3 2024. 472 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Regal Investment Advisors held 7,001 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $268K as of Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF was a new Regal Investment Advisors position in Q1 2026.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #559 holding.
Regal Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and has held it in 6 quarters since.
Regal Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $274K in Q3 2024.
472 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.