Brio Consultants’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 | $982K | Buy |
29,740
+8,610
| +41% | +$284K | 0.14% | 68 |
|
|
2025
Q1 | $651K | Buy |
21,130
+1,243
| +6% | +$38.3K | 0.1% | 70 |
|
|
2024
Q4 | $578K | Buy |
19,887
+4,666
| +31% | +$136K | 0.09% | 74 |
|
|
2024
Q3 | $491K | Sell |
15,221
-4,442
| -23% | -$143K | 0.08% | 79 |
|
|
2024
Q2 | $581K | Buy |
19,663
+5,053
| +35% | +$149K | 0.1% | 68 |
|
|
2024
Q1 | $406K | Buy |
14,610
+839
| +6% | +$23.3K | 0.07% | 76 |
|
|
2023
Q4 | $374K | Buy |
+13,771
| New | +$374K | 0.07% | 76 |
|
|
2022
Q4 | – | Sell |
-8,965
| Closed | -$209K | – | 91 |
|
|
2022
Q3 | $209K | Buy |
+8,965
| New | +$209K | 0.04% | 92 |
|