LGWM
Litman Gregory Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
22,240
+1,477
| +7% | +$48.8K | 0.06% | 80 |
|
|
2025
Q1 | $640K | Hold |
20,763
| – | – | 0.05% | 80 |
|
|
2024
Q4 | $603K | Sell |
20,763
-68
| -0.3% | -$1.98K | 0.05% | 76 |
|
|
2024
Q3 | $672K | Sell |
20,831
-448
| -2% | -$14.5K | 0.06% | 78 |
|
|
2024
Q2 | $629K | Sell |
21,279
-280
| -1% | -$8.28K | 0.06% | 79 |
|
|
2024
Q1 | $598K | Hold |
21,559
| – | – | 0.05% | 81 |
|
|
2023
Q4 | $585K | Sell |
21,559
-430
| -2% | -$11.7K | 0.06% | 80 |
|
|
2023
Q3 | $577K | Hold |
21,989
| – | – | 0.06% | 84 |
|
|
2023
Q2 | $589K | Buy |
+21,989
| New | +$589K | 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% | -$4.31K | 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% | +$375K | 0.07% | 55 |
|
|
2021
Q2 | $389 | Sell |
389
-11,474
| -97% | -$11.5K | 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% | +$232K | 0.06% | 53 |
|
|
2020
Q1 | $40K | Sell |
1,966
-1,527
| -44% | -$31.1K | 0.01% | 91 |
|
|
2019
Q4 | $104K | Buy |
+3,493
| New | +$104K | 0.02% | 74 |
|