Avantax Advisory Services’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 | $293K | Buy |
8,883
+191
| +2% | +$6.31K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $268K | Sell |
8,692
-2,159
| -20% | -$66.5K | ﹤0.01% | 1918 |
|
|
2024
Q4 | $315K | Buy |
10,851
+23
| +0.2% | +$668 | ﹤0.01% | 1751 |
|
|
2024
Q3 | $349K | Buy |
10,828
+3,494
| +48% | +$113K | ﹤0.01% | 1649 |
|
|
2024
Q2 | $217K | Buy |
+7,334
| New | +$217K | ﹤0.01% | 1905 |
|
|
2023
Q4 | – | Sell |
-55,467
| Closed | -$1.45M | – | 1610 |
|
|
2023
Q3 | $1.45M | Buy |
55,467
+8,407
| +18% | +$220K | 0.02% | 560 |
|
|
2023
Q2 | $1.26M | Sell |
47,060
-503
| -1% | -$13.5K | 0.01% | 604 |
|
|
2023
Q1 | $1.24M | Buy |
47,563
+2,618
| +6% | +$68.2K | 0.02% | 589 |
|
|
2022
Q4 | $1.11M | Buy |
44,945
+13,127
| +41% | +$325K | 0.01% | 604 |
|
|
2022
Q3 | $746K | Buy |
31,818
+13,946
| +78% | +$327K | 0.01% | 644 |
|
|
2022
Q2 | $463K | Buy |
+17,872
| New | +$463K | 0.01% | 818 |
|
|
2020
Q4 | – | Sell |
-38,295
| Closed | -$908K | – | 1075 |
|
|
2020
Q3 | $908K | Buy |
+38,295
| New | +$908K | 0.01% | 561 |
|