Shakespeare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.79M | Sell |
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|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $2.1M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $4.87M | Buy |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $4.58M | Sell |
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|
2021
Q1 | $4.76M | Sell |
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|
2020
Q4 | $4.5M | Sell |
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|
2020
Q3 | $3.94M | Sell |
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|
2020
Q2 | $3.75M | Sell |
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|
2020
Q1 | $3.27M | Sell |
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|
2019
Q4 | $4.66M | Sell |
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|
2019
Q3 | $4.49M | Buy |
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|
2019
Q2 | $3.15M | Sell |
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|
2019
Q1 | $3.16M | Buy |
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|
2018
Q4 | $2.8M | Buy |
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|
2018
Q3 | $735K | Buy |
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|
2018
Q2 | $658K | Sell |
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|
2018
Q1 | $686K | Sell |
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|
2017
Q4 | $701K | Buy |
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