Trifecta Capital Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Trifecta Capital Advisors’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 Q3	–	Sell	-475	Closed	-$18.8K	–	378
2026 Q2	$18.8K	Buy	+475	New	+$19.2K	﹤0.01%	233
2023 Q1	–	Sell	-123	Closed	-$3.05K	–	427
2022 Q4	$3.05K	Buy	+123	New	+$3.02K	﹤0.01%	256

Other funds holding FNDE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return

Trifecta Capital Advisors's FNDE Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2026, closing a stake of 475 shares — an estimated $18.8K sold.

Trifecta Capital Advisors first reported a position in FNDE in Q4 2022 and held it in 2 quarters. The position peaked at $18.8K in Q2 2026. 367 funds tracked by Wall St. Rank hold FNDE as of Q3 2026.

Trifecta Capital Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 475 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2026, an estimated $18.8K.
Trifecta Capital Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 2 quarters.
Trifecta Capital Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $18.8K in Q2 2026.
367 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.