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 $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Proficio Capital Partners's FNDE Position: Q3 2024 in Review

Proficio Capital Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2024, closing a stake of 7,400 shares — an estimated $219K sold.

Proficio Capital Partners first reported a position in FNDE in Q3 2021 and held it in 12 quarters. The position peaked at $367K in Q3 2021. 323 funds tracked by Wall St. Rank hold FNDE as of Q3 2024.

Proficio Capital Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
Proficio Capital Partners sold 7,400 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2024, an estimated $219K.
Proficio Capital Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and held it in 12 quarters.
Proficio Capital Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $367K in Q3 2021.
323 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2024.

Based on Proficio Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.