LWM
LongView Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.54M | Buy |
138,377
+26,217
| +23% | +$1.05M | 1.68% | 13 |
|
2025
Q1 | $4.05M | Buy |
112,160
+3,651
| +3% | +$132K | 1.22% | 22 |
|
2024
Q4 | $3.6M | Buy |
108,509
+20,468
| +23% | +$680K | 1.1% | 22 |
|
2024
Q3 | $3.29M | Buy |
88,041
+22,620
| +35% | +$845K | 1.05% | 26 |
|
2024
Q2 | $2.29M | Buy |
65,421
+23,146
| +55% | +$811K | 0.85% | 31 |
|
2024
Q1 | $1.51M | Hold |
42,275
| – | – | 0.6% | 41 |
|
2023
Q4 | $1.41M | Buy |
+42,275
| New | +$1.41M | 0.63% | 41 |
|