KWM
Keebeck Wealth Management’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 | $226K | Buy |
+5,659
| New | +$226K | 0.03% | 315 |
|
|
2021
Q3 | – | Sell |
-372,133
| Closed | -$12.4M | – | 225 |
|
|
2021
Q2 | $12.4M | Sell |
372,133
-91,356
| -20% | -$3.04M | 1.79% | 14 |
|
|
2021
Q1 | $14.9M | Sell |
463,489
-1,087
| -0.2% | -$34.9K | 2.31% | 9 |
|
|
2020
Q4 | $13.6M | Buy |
464,576
+23,703
| +5% | +$694K | 2.37% | 11 |
|
|
2020
Q3 | $10.8M | Buy |
+440,873
| New | +$10.8M | 2.24% | 14 |
|