SAG
SageView Advisory Group’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 | $329K | Buy |
9,688
+51
| +0.5% | +$1.73K | 0.01% | 472 |
|
|
2025
Q1 | $297K | Buy |
9,637
+77
| +0.8% | +$2.37K | 0.01% | 473 |
|
|
2024
Q4 | $278K | Sell |
9,560
-827
| -8% | -$24K | 0.01% | 480 |
|
|
2024
Q3 | $335K | Buy |
10,387
+11
| +0.1% | +$355 | 0.02% | 361 |
|
|
2024
Q2 | $307K | Sell |
10,376
-2,710,009
| -100% | -$80.1M | 0.01% | 424 |
|
|
2024
Q1 | $106M | Buy |
2,720,385
+2,704,777
| +17,329% | +$106M | 5.36% | 4 |
|
|
2023
Q4 | $414K | Sell |
15,608
-119
| -0.8% | -$3.16K | 0.02% | 436 |
|
|
2023
Q3 | $412K | Sell |
15,727
-391
| -2% | -$10.3K | 0.02% | 357 |
|
|
2023
Q2 | $431K | Sell |
16,118
-568
| -3% | -$15.2K | 0.02% | 373 |
|
|
2023
Q1 | $435K | Buy |
16,686
+741
| +5% | +$19.3K | 0.03% | 328 |
|
|
2022
Q4 | $395K | Buy |
+15,945
| New | +$395K | 0.03% | 278 |
|