FWA
FSM 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
Q1 | – | Sell |
-6,069
| Closed | -$203K | – | 214 |
|
|
2024
Q4 | $203K | Sell |
6,069
-713
| -11% | -$23.9K | 0.05% | 190 |
|
|
2024
Q3 | $253K | Hold |
6,782
| – | – | 0.07% | 147 |
|
|
2024
Q2 | $238K | Hold |
6,782
| – | – | 0.08% | 135 |
|
|
2024
Q1 | $242K | Sell |
6,782
-404
| -6% | -$14.4K | 0.09% | 140 |
|
|
2023
Q4 | $242K | Sell |
7,186
-573
| -7% | -$19.3K | 0.1% | 134 |
|
|
2023
Q3 | $246K | Hold |
7,759
| – | – | 0.12% | 124 |
|
|
2023
Q2 | $250K | Buy |
+7,759
| New | +$250K | 0.13% | 131 |
|