KNFPWM
Keeler & Nadler Financial Planning & 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 | $19.2M | Buy |
480,682
+14,739
| +3% | +$590K | 7.7% | 3 |
|
|
2025
Q1 | $17M | Buy |
465,943
+18,521
| +4% | +$675K | 7.66% | 3 |
|
|
2024
Q4 | $14.9M | Buy |
447,422
+24,118
| +6% | +$801K | 6.96% | 4 |
|
|
2024
Q3 | $15.8M | Buy |
423,304
+5,778
| +1% | +$216K | 7.71% | 3 |
|
|
2024
Q2 | $14.6M | Buy |
417,526
+16,673
| +4% | +$584K | 8.03% | 3 |
|
|
2024
Q1 | $14.3M | Buy |
400,853
+6,507
| +2% | +$232K | 8.57% | 1 |
|
|
2023
Q4 | $13.3M | Buy |
+394,346
| New | +$13.3M | 9.62% | 2 |
|
|
2022
Q4 | $7.77M | Buy |
+267,234
| New | +$7.77M | 7.04% | 3 |
|
|
2021
Q4 | $3.03M | Buy |
+93,293
| New | +$3.03M | 2.79% | 12 |
|