Summit Financial’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Summit Financial’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	$4.87M	Buy	127,406 +73,297	+135%	+$2.83M	0.06%	321
2025 Q4	$1.95M	Buy	54,109 +11,058	+26%	+$404K	0.03%	505
2025 Q3	$1.56M	Buy	43,051 +19,129	+80%	+$659K	0.02%	531
2025 Q2	$790K	Buy	23,922 +10,301	+76%	+$320K	0.02%	464
2025 Q1	$420K	Buy	+13,621	New	+$412K	0.01%	555

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

Summit Financial's FNDE Position: Q1 2026 in Review

Summit Financial increased its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 135% in Q1 2026, buying an estimated $2.83M and bringing the position to 127,406 shares worth $4.87M. The position accounts for 0.06% of the portfolio, ranked #321.

Summit Financial first reported a position in FNDE in Q1 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Summit Financial held 127,406 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $4.87M as of Q1 2026.
Summit Financial bought 73,297 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $2.83M.
Schwab Fundamental Emerging Markets Large Company Index ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #321 holding.
Summit Financial first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.