SAI
FNDE icon

Savvy Advisors Inc’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Savvy Advisors Inc’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 		$577K Buy
15,091
+3,400
+29% +$131K 0.02% 613
2025
Q4 		$422K Buy
11,691
+305
+3% +$11.1K 0.01% 629
2025
Q3 		$412K Sell
11,386
-2,560
-18% -$88.2K 0.02% 502
2025
Q2 		$460K Buy
13,946
+6,265
+82% +$195K 0.03% 373
2025
Q1 		$237K Buy
+7,681
New +$232K 0.02% 446
2024
Q4 		– Sell
-6,506
Closed -$210K – 465
2024
Q3 		$210K Buy
+6,506
New +$194K 0.04% 329

Other funds holding FNDE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Savvy Advisors Inc's FNDE Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 29% in Q1 2026, buying an estimated $131K and bringing the position to 15,091 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #613.

Savvy Advisors Inc first reported a position in FNDE in Q3 2024 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

  • Savvy Advisors Inc held 15,091 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $577K as of Q1 2026.
  • Savvy Advisors Inc bought 3,400 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $131K.
  • Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #613 holding.
  • Savvy Advisors Inc first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2024 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.