Carson Wealth (CWM LLC)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.9M | Buy |
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|
2025
Q2 | $3.05M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $3.75M | Buy |
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|
2023
Q1 | $36K | Sell |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q2 | $1.18M | Hold |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.18M | Hold |
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|
2020
Q3 | $1.18M | Hold |
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|
2020
Q2 | $1.18M | Hold |
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|
2020
Q1 | $1.18M | Hold |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.18M | Hold |
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|
2019
Q2 | $1.18M | Hold |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $5K | Buy |
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|
2018
Q3 | $5K | Buy |
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