SWM
Seed Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
31,927
-150
| -0.5% | -$6.31K | 1% | 27 |
|
|
2025
Q1 | $1.16M | Hold |
32,077
| – | – | 0.95% | 26 |
|
|
2024
Q4 | $1.1M | Hold |
32,077
| – | – | 0.88% | 31 |
|
|
2024
Q3 | $1.22M | Hold |
32,077
| – | – | 0.98% | 26 |
|
|
2024
Q2 | $1.11M | Sell |
32,077
-100
| -0.3% | -$3.48K | 0.97% | 27 |
|
|
2024
Q1 | $1.14M | Hold |
32,177
| – | – | 1.09% | 24 |
|
|
2023
Q4 | $1.11M | Hold |
32,177
| – | – | 1.12% | 24 |
|
|
2023
Q3 | $1.03M | Hold |
32,177
| – | – | 1.16% | 24 |
|
|
2023
Q2 | $1.07M | Sell |
32,177
-120
| -0.4% | -$3.98K | 1.13% | 23 |
|
|
2023
Q1 | $1.07M | Sell |
32,297
-108
| -0.3% | -$3.58K | 1.21% | 20 |
|
|
2022
Q4 | $1.01M | Buy |
+32,405
| New | +$1.01M | 1.16% | 21 |
|