Financial Synergies 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
Q3 | $255K | Sell |
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|
2025
Q2 | $233K | Buy |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $155K | Buy |
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|
2023
Q3 | $149K | Sell |
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|
2023
Q2 | $170K | Buy |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $155K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $184K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $560K | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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