Leavell Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
66,720
+2,203
| +3% | +$72.7K | 0.1% | 198 |
|
|
2025
Q1 | $1.99M | Buy |
64,517
+5,998
| +10% | +$185K | 0.1% | 201 |
|
|
2024
Q4 | $1.7M | Buy |
58,519
+5,165
| +10% | +$150K | 0.08% | 219 |
|
|
2024
Q3 | $1.72M | Buy |
53,354
+8,030
| +18% | +$259K | 0.09% | 218 |
|
|
2024
Q2 | $1.35M | Buy |
45,324
+3,240
| +8% | +$96.6K | 0.07% | 228 |
|
|
2024
Q1 | $1.17M | Buy |
42,084
+3,095
| +8% | +$85.9K | 0.07% | 246 |
|
|
2023
Q4 | $1.06M | Buy |
38,989
+1,310
| +3% | +$35.5K | 0.07% | 252 |
|
|
2023
Q3 | $988K | Buy |
37,679
+14,745
| +64% | +$387K | 0.07% | 247 |
|
|
2023
Q2 | $614K | Buy |
22,934
+3,690
| +19% | +$98.8K | 0.04% | 305 |
|
|
2023
Q1 | $501K | Buy |
19,244
+5,205
| +37% | +$136K | 0.04% | 321 |
|
|
2022
Q4 | $348K | Buy |
+14,039
| New | +$348K | 0.03% | 358 |
|