Sterling Financial Planning’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 | $2.57M | Sell |
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|
2025
Q2 | $2.63M | Sell |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.63M | Buy |
|
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|
2024
Q3 | $2.58M | Sell |
|
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|
2024
Q2 | $2.41M | Sell |
|
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|
2024
Q1 | $2.49M | Sell |
|
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|
2023
Q4 | $2.53M | Sell |
|
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|
2023
Q3 | $2.42M | Sell |
|
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|
2023
Q2 | $2.54M | Sell |
|
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|
2023
Q1 | $2.56M | Sell |
|
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|
2022
Q4 | $2.47M | Buy |
|
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|
2022
Q3 | $2.13M | Buy |
|
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|
2022
Q2 | $2.34M | Sell |
|
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|
2022
Q1 | $2.98M | Buy |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.59M | Buy |
|
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $112K | Buy |
|