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 Q2	–	Sell	-7,001	Closed	-$268K	–	663
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 $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 22.96% 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

Regal Investment Advisors's FNDE Position: Q2 2026 in Review

Regal Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2026, closing a stake of 7,001 shares — an estimated $268K sold.

Regal Investment Advisors first reported a position in FNDE in Q4 2023 and held it in 6 quarters. The position peaked at $274K in Q3 2024. 498 funds tracked by Wall St. Rank hold FNDE as of Q2 2026.

Regal Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Regal Investment Advisors sold 7,001 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2026, an estimated $268K.
Regal Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2023 and held it in 6 quarters.
Regal Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $274K in Q3 2024.
498 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.