Atria Investments’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+7,305
| New | +$241K | ﹤0.01% | 1820 |
|
|
2022
Q2 | – | Sell |
-41,852
| Closed | -$1.21M | – | 792 |
|
|
2022
Q1 | $1.21M | Sell |
41,852
-2,068
| -5% | -$59.9K | 0.02% | 769 |
|
|
2021
Q4 | $1.36M | Sell |
43,920
-8,574
| -16% | -$266K | 0.02% | 711 |
|
|
2021
Q3 | $1.69M | Buy |
52,494
+1,155
| +2% | +$37.2K | 0.03% | 595 |
|
|
2021
Q2 | $1.66M | Buy |
51,339
+4,834
| +10% | +$156K | 0.03% | 582 |
|
|
2021
Q1 | $1.43M | Sell |
46,505
-1
| -0% | -$31 | 0.03% | 576 |
|
|
2020
Q4 | $1.31M | Sell |
46,506
-1,224
| -3% | -$34.6K | 0.03% | 571 |
|
|
2020
Q3 | $1.13M | Buy |
47,730
+1,085
| +2% | +$25.7K | 0.03% | 521 |
|
|
2020
Q2 | $1.09M | Buy |
+46,645
| New | +$1.09M | 0.04% | 487 |
|
|
2020
Q1 | – | Sell |
-56,949
| Closed | -$1.7M | – | 765 |
|
|
2019
Q4 | $1.7M | Buy |
56,949
+2,819
| +5% | +$84.1K | 0.05% | 365 |
|
|
2019
Q3 | $1.48M | Buy |
54,130
+4,862
| +10% | +$133K | 0.05% | 300 |
|
|
2019
Q2 | $1.29M | Buy |
49,268
+493
| +1% | +$12.9K | 0.05% | 331 |
|
|
2019
Q1 | $1.35M | Buy |
48,775
+8,399
| +21% | +$233K | 0.06% | 279 |
|
|
2018
Q4 | $1.04M | Buy |
40,376
+603
| +2% | +$15.6K | 0.05% | 290 |
|
|
2018
Q3 | $1.15M | Buy |
39,773
+24,817
| +166% | +$715K | 0.05% | 360 |
|
|
2018
Q2 | $414K | Buy |
+14,956
| New | +$414K | 0.02% | 629 |
|