EP Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $2M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $257K | Buy |
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