EWM
Empirical Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
130,135
+4,159
| +3% | +$137K | 0.1% | 138 |
|
|
2025
Q1 | $3.88M | Buy |
125,976
+7,166
| +6% | +$221K | 0.1% | 146 |
|
|
2024
Q4 | $3.45M | Buy |
118,810
+4,476
| +4% | +$130K | 0.09% | 141 |
|
|
2024
Q3 | $3.69M | Sell |
114,334
-5,453
| -5% | -$176K | 0.1% | 139 |
|
|
2024
Q2 | $3.54M | Sell |
119,787
-8,769
| -7% | -$259K | 0.11% | 131 |
|
|
2024
Q1 | $3.57M | Buy |
128,556
+846
| +0.7% | +$23.5K | 0.11% | 129 |
|
|
2023
Q4 | $3.47M | Sell |
127,710
-2,751
| -2% | -$74.7K | 0.12% | 122 |
|
|
2023
Q3 | $3.42M | Sell |
130,461
-11,799
| -8% | -$309K | 0.13% | 115 |
|
|
2023
Q2 | $3.81M | Buy |
142,260
+1,865
| +1% | +$49.9K | 0.15% | 109 |
|
|
2023
Q1 | $3.66M | Sell |
140,395
-353
| -0.3% | -$9.2K | 0.16% | 103 |
|
|
2022
Q4 | $3.49M | Sell |
140,748
-6,763
| -5% | -$168K | 0.16% | 99 |
|
|
2022
Q3 | $3.46M | Buy |
147,511
+5,143
| +4% | +$121K | 0.18% | 92 |
|
|
2022
Q2 | $3.69M | Buy |
142,368
+3,251
| +2% | +$84.3K | 0.19% | 89 |
|
|
2022
Q1 | $4.03M | Buy |
139,117
+3,402
| +3% | +$98.5K | 0.2% | 82 |
|
|
2021
Q4 | $4.21M | Buy |
135,715
+816
| +0.6% | +$25.3K | 0.21% | 81 |
|
|
2021
Q3 | $4.35M | Buy |
134,899
+13,106
| +11% | +$422K | 0.25% | 72 |
|
|
2021
Q2 | $3.93M | Buy |
121,793
+23,338
| +24% | +$753K | 0.24% | 71 |
|
|
2021
Q1 | $3.03M | Sell |
98,455
-25,584
| -21% | -$787K | 0.24% | 69 |
|
|
2020
Q4 | $3.51M | Sell |
124,039
-6,063
| -5% | -$171K | 0.27% | 56 |
|
|
2020
Q3 | $3.09M | Buy |
130,102
+2,852
| +2% | +$67.6K | 0.26% | 59 |
|
|
2020
Q2 | $2.98M | Buy |
127,250
+9,368
| +8% | +$219K | 0.28% | 55 |
|
|
2020
Q1 | $2.42M | Buy |
117,882
+69,507
| +144% | +$1.43M | 0.27% | 57 |
|
|
2019
Q4 | $1.44M | Sell |
48,375
-2,467
| -5% | -$73.6K | 0.16% | 93 |
|
|
2019
Q3 | $1.39M | Buy |
50,842
+37,850
| +291% | +$1.04M | 0.17% | 90 |
|
|
2019
Q2 | $373K | Buy |
+12,992
| New | +$373K | 0.05% | 183 |
|
|
2018
Q3 | – | Sell |
-24,439
| Closed | -$676K | – | 218 |
|
|
2018
Q2 | $676K | Buy |
+24,439
| New | +$676K | 0.13% | 87 |
|