Sequoia Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
10,177
-2,217
| -18% | -$93.2K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $449K | Buy |
12,394
+1,253
| +11% | +$45.4K | ﹤0.01% | 888 |
|
|
2024
Q4 | $380K | Buy |
11,141
+1,397
| +14% | +$47.7K | ﹤0.01% | 910 |
|
|
2024
Q3 | $372K | Buy |
9,744
+1,872
| +24% | +$71.4K | ﹤0.01% | 869 |
|
|
2024
Q2 | $274K | Buy |
7,872
+1,039
| +15% | +$36.1K | ﹤0.01% | 926 |
|
|
2024
Q1 | $242K | Sell |
6,833
-538
| -7% | -$19.1K | ﹤0.01% | 954 |
|
|
2023
Q4 | $257K | Sell |
7,371
-649
| -8% | -$22.6K | ﹤0.01% | 991 |
|
|
2023
Q3 | $258K | Buy |
8,020
+779
| +11% | +$25K | ﹤0.01% | 744 |
|
|
2023
Q2 | $240K | Buy |
+7,241
| New | +$240K | ﹤0.01% | 781 |
|