Sequoia Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$547K	Buy	11,794 +1,170	+11%	+$55.5K	﹤0.01%	1226
2025 Q4	$473K	Sell	10,624 -296	-3%	-$13.2K	﹤0.01%	1310
2025 Q3	$486K	Buy	10,920 +743	+7%	+$32.3K	﹤0.01%	1152
2025 Q2	$428K	Sell	10,177 -2,217	-18%	-$86K	﹤0.01%	1079
2025 Q1	$449K	Buy	12,394 +1,253	+11%	+$44.7K	﹤0.01%	896
2024 Q4	$380K	Buy	11,141 +1,397	+14%	+$50.2K	﹤0.01%	916
2024 Q3	$372K	Buy	9,744 +1,872	+24%	+$67.8K	﹤0.01%	871
2024 Q2	$274K	Buy	7,872 +1,039	+15%	+$36.6K	﹤0.01%	929
2024 Q1	$242K	Sell	6,833 -538	-7%	-$18.5K	﹤0.01%	958
2023 Q4	$257K	Sell	7,371 -649	-8%	-$21.1K	﹤0.01%	994
2023 Q3	$258K	Buy	8,020 +779	+11%	+$26.1K	﹤0.01%	747
2023 Q2	$240K	Buy	+7,241	New	+$242K	﹤0.01%	783