Carson Wealth (CWM LLC)’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Sell |
|
|||||
|
2025
Q2 | $170K | Sell |
|
|||||
|
2025
Q1 | $152K | Sell |
|
|||||
|
2024
Q4 | $149K | Sell |
|
|||||
|
2024
Q3 | $240K | Sell |
|
|||||
|
2024
Q2 | $300K | Sell |
|
|||||
|
2024
Q1 | $396K | Sell |
|
|||||
|
2023
Q4 | $432K | Sell |
|
|||||
|
2023
Q3 | $992K | Sell |
|
|||||
|
2023
Q2 | $1.82M | Buy |
|
|||||
|
2023
Q1 | $5K | Sell |
|
|||||
|
2022
Q4 | $25K | Buy |
|
|||||
|
2022
Q3 | $2K | Sell |
|
|||||
|
2022
Q2 | $6K | Buy |
|
|||||
|
2022
Q1 | $1K | Sell |
|
|||||
|
2021
Q4 | $4K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $3K | Buy |
|
|||||
|
2018
Q3 | $3K | Buy |
|