SWM
Sagace 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 | $2.09M | Sell |
63,346
-987
| -2% | -$32.6K | 1.56% | 27 |
|
|
2025
Q1 | $1.98M | Buy |
64,333
+3,089
| +5% | +$95.1K | 1.5% | 27 |
|
|
2024
Q4 | $1.78M | Buy |
61,244
+958
| +2% | +$27.8K | 1.33% | 29 |
|
|
2024
Q3 | $1.96M | Buy |
60,286
+11,073
| +23% | +$359K | 1.51% | 24 |
|
|
2024
Q2 | $1.46M | Buy |
+49,213
| New | +$1.46M | 1.43% | 25 |
|