Congress Wealth Management’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
Q2
$20M Buy
2025
Q1
$11M Buy
2023
Q4
Sell
2023
Q3
$330K Buy
2023
Q2
$333K Hold
2023
Q1
$323K Hold
2022
Q4
$300K Buy
2022
Q3
$225K Hold
2022
Q2
$253K Sell
2022
Q1
$298K Sell
2021
Q4
$308K Buy