Meridian Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
5,946
| – | – | 0.01% | 592 |
|
|
2025
Q1 | $215K | Sell |
5,946
-7,800
| -57% | -$282K | 0.01% | 591 |
|
|
2024
Q4 | $469K | Sell |
13,746
-3,853
| -22% | -$132K | 0.02% | 423 |
|
|
2024
Q3 | $671K | Buy |
+17,599
| New | +$671K | 0.03% | 360 |
|
|
2024
Q1 | – | Sell |
-80,618
| Closed | -$2.81M | – | 307 |
|
|
2023
Q4 | $2.81M | Buy |
+80,618
| New | +$2.81M | 0.18% | 133 |
|