SFS
Summit Financial Strategies’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,300
| Closed | -$558K | – | 61 |
|
|
2019
Q4 | $558K | Hold |
19,300
| – | – | 0.27% | 29 |
|
|
2019
Q3 | $532K | Hold |
19,300
| – | – | 0.26% | 28 |
|
|
2019
Q2 | $538K | Buy |
+19,300
| New | +$538K | 0.26% | 28 |
|
|
2019
Q1 | – | Sell |
-25,088
| Closed | -$633K | – | 60 |
|
|
2018
Q4 | $633K | Buy |
+25,088
| New | +$633K | 0.36% | 22 |
|
|
2016
Q1 | – | Sell |
-16,989
| Closed | -$405K | – | 47 |
|
|
2015
Q4 | $405K | Buy |
+16,989
| New | +$405K | 0.32% | 28 |
|