Klingman & Associates’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Klingman & Associates’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$298K	Hold
2025 Q2	$281K	Hold
2025 Q1	$242K	Buy
2024 Q4	–	Sell
2024 Q3	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$228K	Hold
2021 Q4	$241K	Hold
2021 Q3	$250K	Buy
2021 Q2	$208K	Buy