OneDigital Investment Advisors’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 | $240K | Sell |
7,257
-435
| -6% | -$14.4K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $237K | Buy |
7,692
+510
| +7% | +$15.7K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $209K | Sell |
7,182
-282
| -4% | -$8.19K | ﹤0.01% | 1319 |
|
|
2024
Q3 | $241K | Sell |
7,464
-1,152
| -13% | -$37.2K | ﹤0.01% | 1269 |
|
|
2024
Q2 | $255K | Buy |
+8,616
| New | +$255K | ﹤0.01% | 1179 |
|
|
2020
Q1 | – | Sell |
-9,030
| Closed | -$269K | – | 543 |
|
|
2019
Q4 | $269K | Buy |
9,030
+300
| +3% | +$8.94K | 0.02% | 433 |
|
|
2019
Q3 | $239K | Sell |
8,730
-8,462
| -49% | -$232K | 0.02% | 440 |
|
|
2019
Q2 | $494K | Buy |
17,192
+2,611
| +18% | +$75K | 0.04% | 255 |
|
|
2019
Q1 | $404K | Sell |
14,581
-1,858
| -11% | -$51.5K | 0.06% | 194 |
|
|
2018
Q4 | $425K | Buy |
16,439
+15,274
| +1,311% | +$395K | 0.07% | 177 |
|
|
2018
Q3 | $33K | Buy |
1,165
+595
| +104% | +$16.9K | 0.01% | 507 |
|
|
2018
Q2 | $16K | Buy |
+570
| New | +$16K | ﹤0.01% | 892 |
|