EWA
EP Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
56,750
+17,531
| +45% | +$702K | 0.01% | 388 |
|
|
2025
Q1 | $1.42M | Sell |
39,219
-23
| -0.1% | -$831 | 0.01% | 421 |
|
|
2024
Q4 | $1.3M | Sell |
39,242
-7,806
| -17% | -$259K | 0.01% | 436 |
|
|
2024
Q3 | $1.76M | Sell |
47,048
-4,247
| -8% | -$159K | 0.02% | 379 |
|
|
2024
Q2 | $1.8M | Buy |
51,295
+19,802
| +63% | +$694K | 0.02% | 295 |
|
|
2024
Q1 | $1.12M | Buy |
31,493
+3,015
| +11% | +$107K | 0.01% | 358 |
|
|
2023
Q4 | $961K | Buy |
28,478
+6
| +0% | +$202 | 0.01% | 372 |
|
|
2023
Q3 | $902K | Sell |
28,472
-46,528
| -62% | -$1.47M | 0.01% | 353 |
|
|
2023
Q2 | $700K | Buy |
75,000
+57,845
| +337% | +$540K | 0.01% | 396 |
|
|
2023
Q1 | $835K | Sell |
17,155
-12,004
| -41% | -$584K | 0.01% | 327 |
|
|
2022
Q4 | $848K | Sell |
29,159
-25,542
| -47% | -$743K | 0.02% | 309 |
|
|
2022
Q3 | $1.38M | Buy |
54,701
+34,173
| +166% | +$860K | 0.03% | 215 |
|
|
2022
Q2 | $581K | Buy |
20,528
+244
| +1% | +$6.91K | 0.01% | 343 |
|
|
2022
Q1 | $654K | Sell |
20,284
-42,306
| -68% | -$1.36M | 0.01% | 329 |
|
|
2021
Q4 | $2.04M | Buy |
62,590
+11,789
| +23% | +$383K | 0.05% | 182 |
|
|
2021
Q3 | $1.67M | Buy |
50,801
+17,996
| +55% | +$591K | 0.05% | 186 |
|
|
2021
Q2 | $1.09M | Buy |
32,805
+13,127
| +67% | +$437K | 0.03% | 239 |
|
|
2021
Q1 | $632K | Buy |
+19,678
| New | +$632K | 0.02% | 282 |
|
|
2018
Q1 | – | Sell |
-6,700
| Closed | -$204K | – | 211 |
|
|
2017
Q4 | $204K | Buy |
+6,700
| New | +$204K | 0.02% | 188 |
|