EQ WEALTH ADVISORS, LLC FNDE — SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

Ownership history in EQ WEALTH ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

EQ WEALTH ADVISORS, LLC reported SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF (FNDE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.84% in 2024 Q4. The latest visible filing shows FNDE at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FNDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EQ WEALTH ADVISORS, LLC's position in SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FNDE was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FNDE stock page EQ WEALTH ADVISORS, LLC fund profile EQ WEALTH ADVISORS, LLC full holdings
How EQ WEALTH ADVISORS, LLC held FNDE — position size vs. price
% of Fund (quarterly)    FNDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 57,364 -2,506 -4.2% 1.28% $2.2M 2026-05-01 $40.66
2025 Q4 REDUCED — — — 59,870 -3,060 -4.9% 1.27% $2.2M 2026-02-02 $38.82
2025 Q3 REDUCED — — — 62,930 -390 -0.6% 1.50% $2.3M 2025-10-28 $35.96
2025 Q2 REDUCED — — — 63,320 -708 -1.1% 1.42% $2.1M 2025-07-28 $32.75
2025 Q1 REDUCED — — — 64,028 -1,692 -2.6% 1.57% $2.0M 2025-04-23 $28.54
2024 Q4 INITIATED — — — 65,720 — — 1.84% $1.9M 2025-01-24 $28.36

🏢 Other funds also holding FNDE

As of 2026 Q1 — sorted by position size

Pinnacle Wealth Management, LLC 3Y 4.59% BALANCED WEALTH GROUP LLC 4.23% ABBINGTON INVESTMENT GROUP 3.99% Prairiewood Capital, LLC 3Y 3.91% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 3.5% RHS Financial, LLC 3Y 7Y 3.36% Kelman-Lazarov, Inc. 3Y 7Y 3.26% Laurel Wealth Planning LLC 3Y 3.11% Unison Advisors LLC 3Y 7Y 2.82% MOLLER WEALTH PARTNERS 3Y 7Y 2.77%

FAQ About EQ WEALTH ADVISORS, LLC and FNDE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EQ WEALTH ADVISORS, LLC reported owning FNDE?

EQ WEALTH ADVISORS, LLC reported FNDE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FNDE position in EQ WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for FNDE was 1.84% in 2024 Q4.

What is the latest reported FNDE position on this page?

The most recent filing on this page is 2026 Q1, when EQ WEALTH ADVISORS, LLC reported 57,364 shares, equal to 1.28% of portfolio, with an estimated market value of $2.2M.

What does the chart on this FNDE ownership page compare?

The chart compares EQ WEALTH ADVISORS, LLC's quarterly FNDE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EQ WEALTH ADVISORS, LLC time their FNDE position?

Based on 13F filing dates vs. subsequent FNDE price moves, EQ WEALTH ADVISORS, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FNDE relative to SPY over the holding period was +14.9%.

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