Kingswood Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
24,231
+3,119
+15% +$125K 0.08% 267
2025
Q1
$763K Buy
21,112
+2,213
+12% +$80K 0.07% 306
2024
Q4
$628K Sell
18,899
-752
-4% -$25K 0.05% 379
2024
Q3
$734K Buy
+19,651
New +$734K 0.05% 357