Sequoia Financial Advisors’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 | $511K | Sell |
15,488
-4,615
| -23% | -$152K | ﹤0.01% | 976 |
|
|
2025
Q1 | $619K | Buy |
20,103
+3,845
| +24% | +$118K | ﹤0.01% | 773 |
|
|
2024
Q4 | $472K | Buy |
16,258
+2,262
| +16% | +$65.7K | ﹤0.01% | 824 |
|
|
2024
Q3 | $452K | Buy |
13,996
+5,476
| +64% | +$177K | ﹤0.01% | 791 |
|
|
2024
Q2 | $252K | Buy |
+8,520
| New | +$252K | ﹤0.01% | 965 |
|
|
2024
Q1 | – | Sell |
-9,033
| Closed | -$245K | – | 1197 |
|
|
2023
Q4 | $245K | Buy |
+9,033
| New | +$245K | ﹤0.01% | 1010 |
|