Proficio Capital Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Proficio Capital Partners’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
2024 Q3	–	Sell	-7,400	Closed	-$219K	–	307
2024 Q2	$219K	Sell	7,400 -4,000	-35%	-$116K	0.02%	299
2024 Q1	$316K	Hold	11,400	–	–	0.03%	234
2023 Q4	$309K	Hold	11,400	–	–	0.04%	221
2023 Q3	$299K	Hold	11,400	–	–	0.04%	216
2023 Q2	$305K	Hold	11,400	–	–	0.04%	212
2023 Q1	$297K	Hold	11,400	–	–	0.05%	214
2022 Q4	$282K	Hold	11,400	–	–	0.05%	208
2022 Q3	$267K	Hold	11,400	–	–	0.05%	196
2022 Q2	$296K	Hold	11,400	–	–	0.06%	192
2022 Q1	$330K	Hold	11,400	–	–	0.05%	194
2021 Q4	$353K	Hold	11,400	–	–	0.05%	184
2021 Q3	$367K	Buy	+11,400	New	+$363K	0.05%	181

Other funds holding FNDE

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 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