Steward Partners Investment Advisory’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Steward Partners Investment Advisory’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	$281K	Sell	7,350 -26	-0.4%	-$1K	﹤0.01%	1833
2025 Q4	$266K	Buy	7,376 +652	+10%	+$23.8K	﹤0.01%	1777
2025 Q3	$243K	Buy	6,724 +2,443	+57%	+$84.2K	﹤0.01%	1769
2025 Q2	$141K	Buy	4,281 +3,066	+252%	+$95.3K	﹤0.01%	1920
2025 Q1	$37.4K	Buy	1,215 +27	+2%	+$816	﹤0.01%	2519
2024 Q4	$34.5K	Buy	1,188 +558	+89%	+$17.4K	﹤0.01%	2536
2024 Q3	$20.3K	Sell	630 -30	-5%	-$897	﹤0.01%	2659
2024 Q2	$19.5K	Hold	660	–	–	﹤0.01%	2553
2024 Q1	$18.3K	Buy	660 +651	+7,233%	+$17.6K	﹤0.01%	2556
2023 Q4	$244	Hold	9	–	–	﹤0.01%	3398
2023 Q3	$236	Hold	9	–	–	﹤0.01%	3284
2023 Q2	$241	Sell	9 -224	-96%	-$5.94K	﹤0.01%	3229
2023 Q1	$6.07K	Hold	233	–	–	﹤0.01%	2721
2022 Q4	$5.77K	Sell	233 -56	-19%	-$1.37K	﹤0.01%	2721
2022 Q3	$7K	Hold	289	–	–	﹤0.01%	2645
2022 Q2	$7K	Buy	289 +9	+3%	+$246	﹤0.01%	2634
2022 Q1	$8K	Buy	280 +56	+25%	+$1.71K	﹤0.01%	2735
2021 Q4	$7K	Hold	224	–	–	﹤0.01%	2723
2021 Q3	$7K	Hold	224	–	–	﹤0.01%	2709
2021 Q2	$7K	Hold	224	–	–	﹤0.01%	6373
2021 Q1	$6.89K	Hold	224	–	–	﹤0.01%	2926
2020 Q4	$6K	Hold	224	–	–	﹤0.01%	2458
2020 Q3	$5K	Buy	+224	New	+$5.52K	﹤0.01%	2356
2020 Q1	–	Sell	-12	Closed	–	–	2559
2019 Q4	$0	Hold	12	–	–	﹤0.01%	2637
2019 Q3	$0	Hold	12	–	–	﹤0.01%	2664
2019 Q2	$0	Buy	+12	New	+$336	﹤0.01%	2634
2017 Q3	–	Sell	-169	Closed	-$4K	–	1702
2017 Q2	$4K	Buy	169 +47	+39%	+$1.25K	﹤0.01%	1269
2017 Q1	$3K	Buy	+122	New	+$3.16K	﹤0.01%	1226

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

Steward Partners Investment Advisory's FNDE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 0.35% in Q1 2026, selling an estimated $1K and leaving 7,350 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Steward Partners Investment Advisory first reported a position in FNDE in Q1 2017 and has held it in 28 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Steward Partners Investment Advisory held 7,350 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $281K as of Q1 2026.
Steward Partners Investment Advisory sold 26 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $1K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1833 holding.
Steward Partners Investment Advisory first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2017 and has held it in 28 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.