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Triad Wealth Partners’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Triad Wealth 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
-876
Closed -$25.9K – 353
2024
Q2 		$25.9K Buy
+876
New +$25.4K 0.01% 306

Other funds holding FNDE

Charles Schwab
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
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
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triad Wealth Partners's FNDE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2024, closing a stake of 876 shares — an estimated $25.9K sold.

Triad Wealth Partners first reported a position in FNDE in Q2 2024 and held it in 1 quarter. The position peaked at $25.9K in Q2 2024. 322 funds tracked by Wall St. Rank hold FNDE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 876 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2024, an estimated $25.9K.
  • Triad Wealth Partners first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $25.9K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.