Sunbelt Securities’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sunbelt Securities’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	$2.52K	Sell	66 -204	-76%	-$7.87K	﹤0.01%	1862
2025 Q4	$9.72K	Buy	+270	New	+$9.86K	﹤0.01%	1446
2025 Q3	–	Sell	-43	Closed	-$1.25K	–	2754
2025 Q2	$1.25K	Buy	43 +21	+95%	+$653	﹤0.01%	1645
2025 Q1	$678	Sell	22 -21	-49%	-$635	﹤0.01%	1678
2024 Q4	$1.25K	Hold	43	–	–	﹤0.01%	1650
2024 Q3	$1.39K	Hold	43	–	–	﹤0.01%	1649
2024 Q2	$1.27K	Hold	43	–	–	﹤0.01%	1596
2024 Q1	$1.19K	Hold	43	–	–	﹤0.01%	1564
2023 Q4	$1.17K	Hold	43	–	–	﹤0.01%	1524
2023 Q3	$1.13K	Hold	43	–	–	﹤0.01%	1574
2023 Q2	$1.15K	Buy	+43	New	+$1.14K	﹤0.01%	1504

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 $2.6B AUM 18.62% 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

Sunbelt Securities's FNDE Position: Q1 2026 in Review

Sunbelt Securities reduced its Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) stake by 76% in Q1 2026, selling an estimated $7.87K and leaving 66 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Sunbelt Securities first reported a position in FNDE in Q2 2023 and has held it in 11 quarters since. The position peaked at $9.72K in Q4 2025. 471 funds tracked by Wall St. Rank hold FNDE as of Q1 2026.

Sunbelt Securities held 66 shares of Schwab Fundamental Emerging Markets Large Company Index ETF worth $2.52K as of Q1 2026.
Sunbelt Securities sold 204 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2026, an estimated $7.87K.
Schwab Fundamental Emerging Markets Large Company Index ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1862 holding.
Sunbelt Securities first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2023 and has held it in 11 quarters since.
Sunbelt Securities's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $9.72K in Q4 2025.
471 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.