Litman Gregory Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$795K	Sell	22,046 -194	-0.9%	-$7.08K	0.06%	84
2025 Q3	$804K	Hold	22,240	–	–	0.06%	81
2025 Q2	$734K	Buy	22,240 +1,477	+7%	+$45.9K	0.06%	80
2025 Q1	$640K	Hold	20,763	–	–	0.05%	80
2024 Q4	$603K	Sell	20,763 -68	-0.3%	-$2.12K	0.05%	76
2024 Q3	$672K	Sell	20,831 -448	-2%	-$13.4K	0.06%	78
2024 Q2	$629K	Sell	21,279 -280	-1%	-$8.13K	0.06%	79
2024 Q1	$598K	Hold	21,559	–	–	0.05%	81
2023 Q4	$585K	Sell	21,559 -430	-2%	-$11.3K	0.06%	80
2023 Q3	$577K	Hold	21,989	–	–	0.06%	84
2023 Q2	$589K	Buy	+21,989	New	+$583K	0.07%	54
2023 Q1	–	Sell	-11,863	Closed	-$294K	–	56
2022 Q4	$294K	Hold	11,863	–	–	0.04%	70
2022 Q3	$278K	Sell	11,863 -184	-2%	-$4.69K	0.04%	68
2022 Q2	$312K	Hold	12,047	–	–	0.05%	72
2022 Q1	$349K	Hold	12,047	–	–	0.05%	53
2021 Q4	$373K	Hold	12,047	–	–	0.06%	63
2021 Q3	$388K	Buy	12,047 +11,658	+2,997%	+$371K	0.07%	55
2021 Q2	$389	Sell	389 -11,474	-97%	-$366K	0.07%	56
2021 Q1	$365K	Hold	11,863	–	–	0.07%	51
2020 Q4	$335K	Hold	11,863	–	–	0.06%	54
2020 Q3	$281K	Hold	11,863	–	–	0.06%	54
2020 Q2	$278K	Buy	11,863 +9,897	+503%	+$222K	0.06%	53
2020 Q1	$40K	Sell	1,966 -1,527	-44%	-$40K	0.01%	91
2019 Q4	$104K	Buy	+3,493	New	+$101K	0.02%	74