BCWM
Bartlett & Co Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6K | Sell |
1,114
-18,644
| -94% | -$746K | ﹤0.01% | 672 |
|
|
2025
Q1 | $714K | Buy |
19,758
+18,644
| +1,674% | +$674K | 0.01% | 287 |
|
|
2024
Q4 | $37K | Hold |
1,114
| – | – | ﹤0.01% | 706 |
|
|
2024
Q3 | $41.6K | Hold |
1,114
| – | – | ﹤0.01% | 693 |
|
|
2024
Q2 | $39.4K | Hold |
1,114
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $39.7K | Hold |
1,114
| – | – | ﹤0.01% | 701 |
|
|
2023
Q4 | $37.6K | Hold |
1,114
| – | – | ﹤0.01% | 750 |
|
|
2023
Q3 | $35.3K | Hold |
1,114
| – | – | ﹤0.01% | 718 |
|
|
2023
Q2 | $36K | Hold |
1,114
| – | – | ﹤0.01% | 719 |
|
|
2023
Q1 | $34.8K | Hold |
1,114
| – | – | ﹤0.01% | 621 |
|
|
2022
Q4 | $32.4K | Buy |
+1,114
| New | +$32.4K | ﹤0.01% | 647 |
|
|
2018
Q3 | – | Sell |
-787
| Closed | -$23.2K | – | 725 |
|
|
2018
Q2 | $23.2K | Buy |
+787
| New | +$23.2K | ﹤0.01% | 511 |
|