Beacon Financial Planning’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
304,703
-16,243
| -5% | -$650K | 6.81% | 5 |
|
|
2025
Q1 | $11.6M | Sell |
320,946
-7,950
| -2% | -$287K | 6.67% | 5 |
|
|
2024
Q4 | $10.9M | Sell |
328,896
-21,069
| -6% | -$700K | 6.36% | 6 |
|
|
2024
Q3 | $13.1M | Sell |
349,965
-10,925
| -3% | -$408K | 8.07% | 5 |
|
|
2024
Q2 | $12.6M | Sell |
360,890
-4,098
| -1% | -$144K | 8.59% | 5 |
|
|
2024
Q1 | $13M | Buy |
364,988
+7,888
| +2% | +$281K | 9.07% | 5 |
|
|
2023
Q4 | $12M | Buy |
357,100
+3,130
| +0.9% | +$106K | 9.43% | 6 |
|
|
2023
Q3 | $11.2M | Buy |
353,970
+4,326
| +1% | +$137K | 9.69% | 6 |
|
|
2023
Q2 | $11.3M | Buy |
349,644
+7,621
| +2% | +$246K | 9.59% | 6 |
|
|
2023
Q1 | $10.7M | Buy |
342,023
+16,058
| +5% | +$502K | 10.01% | 6 |
|
|
2022
Q4 | $9.48M | Buy |
+325,965
| New | +$9.48M | 9.82% | 6 |
|