CLA (CliftonLarsonAllen) Wealth Advisors’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 | $543K | Sell |
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2025
Q2 | $594K | Sell |
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2025
Q1 | $539K | Sell |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $719K | Sell |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $615K | Sell |
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|
2020
Q2 | $649K | Buy |
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|
2019
Q4 | $951K | Buy |
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|
2019
Q3 | $861K | Buy |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $1.45M | Buy |
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