Sculati Wealth Management’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 | $3.72M | Sell |
112,703
-138,824
| -55% | -$4.58M | 1.4% | 20 |
|
2025
Q1 | $7.75M | Buy |
251,527
+3,052
| +1% | +$94K | 3.13% | 7 |
|
2024
Q4 | $7.22M | Buy |
248,475
+6,200
| +3% | +$180K | 2.85% | 9 |
|
2024
Q3 | $7.82M | Buy |
242,275
+24,397
| +11% | +$787K | 3.12% | 7 |
|
2024
Q2 | $6.44M | Buy |
217,878
+30,930
| +17% | +$915K | 2.75% | 7 |
|
2024
Q1 | $5.19M | Buy |
186,948
+14,091
| +8% | +$391K | 2.24% | 10 |
|
2023
Q4 | $4.69M | Buy |
172,857
+5,371
| +3% | +$146K | 2.19% | 10 |
|
2023
Q3 | $4.39M | Buy |
167,486
+17,221
| +11% | +$452K | 2.24% | 10 |
|
2023
Q2 | $4.02M | Buy |
150,265
+18,154
| +14% | +$486K | 2.02% | 10 |
|
2023
Q1 | $3.44M | Buy |
132,111
+13,812
| +12% | +$360K | 1.83% | 11 |
|
2022
Q4 | $2.93M | Buy |
118,299
+36,099
| +44% | +$894K | 1.65% | 15 |
|
2022
Q3 | $1.93M | Buy |
82,200
+3,527
| +4% | +$82.7K | 1.14% | 27 |
|
2022
Q2 | $2.04M | Buy |
78,673
+8,356
| +12% | +$217K | 1.16% | 24 |
|
2022
Q1 | $2.04M | Buy |
70,317
+9,749
| +16% | +$282K | 1% | 31 |
|
2021
Q4 | $1.88M | Buy |
60,568
+9,301
| +18% | +$288K | 0.91% | 35 |
|
2021
Q3 | $1.65M | Buy |
51,267
+10,318
| +25% | +$332K | 0.88% | 35 |
|
2021
Q2 | $1.32M | Buy |
40,949
+5,027
| +14% | +$162K | 0.7% | 45 |
|
2021
Q1 | $1.11M | Buy |
35,922
+9,410
| +35% | +$289K | 0.64% | 50 |
|
2020
Q4 | $749K | Buy |
26,512
+2,558
| +11% | +$72.3K | 0.49% | 54 |
|
2020
Q3 | $568K | Buy |
23,954
+11,652
| +95% | +$276K | 0.43% | 58 |
|
2020
Q2 | $288K | Buy |
+12,302
| New | +$288K | 0.24% | 76 |
|