EP 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
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $902K | Sell |
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|
2023
Q2 | $700K | Buy |
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|
2023
Q1 | $835K | Sell |
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|
2022
Q4 | $848K | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $632K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
|