Forza Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Hold |
27,714
| – | – | 0.38% | 67 |
|
|
2025
Q1 | $854K | Hold |
27,714
| – | – | 0.38% | 69 |
|
|
2024
Q4 | $805K | Hold |
27,714
| – | – | 0.37% | 68 |
|
|
2024
Q3 | $894K | Hold |
27,714
| – | – | 0.41% | 66 |
|
|
2024
Q2 | $820K | Hold |
27,714
| – | – | 0.42% | 65 |
|
|
2024
Q1 | $769K | Hold |
27,714
| – | – | 0.4% | 65 |
|
|
2023
Q4 | $752K | Sell |
27,714
-5,335
| -16% | -$145K | 0.42% | 66 |
|
|
2023
Q3 | $867K | Hold |
33,049
| – | – | 0.45% | 72 |
|
|
2023
Q2 | $885K | Hold |
33,049
| – | – | 0.45% | 75 |
|
|
2023
Q1 | $861K | Buy |
33,049
+5,335
| +19% | +$139K | 0.44% | 73 |
|
|
2022
Q4 | $687K | Buy |
+27,714
| New | +$687K | 0.46% | 61 |
|