United Capital Financial Advisors’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 | $315K | Sell |
|
|||||
|
2025
Q2 | $302K | Sell |
|
|||||
|
2025
Q1 | $302K | Sell |
|
|||||
|
2024
Q4 | $302K | Sell |
|
|||||
|
2024
Q3 | $347K | Buy |
|
|||||
|
2024
Q2 | $297K | Sell |
|
|||||
|
2024
Q1 | $5.46M | Sell |
|
|||||
|
2023
Q4 | $8.11M | Sell |
|
|||||
|
2023
Q3 | $25.4M | Sell |
|
|||||
|
2023
Q2 | $26.5M | Buy |
|
|||||
|
2023
Q1 | $26.2M | Buy |
|
|||||
|
2022
Q4 | $23.8M | Sell |
|
|||||
|
2022
Q3 | $21.8M | Buy |
|
|||||
|
2022
Q2 | $24.1M | Buy |
|
|||||
|
2022
Q1 | $28M | Buy |
|
|||||
|
2021
Q4 | $29.2M | Buy |
|
|||||
|
2021
Q3 | $29M | Buy |
|
|||||
|
2021
Q2 | $28M | Sell |
|
|||||
|
2021
Q1 | $28.3M | Buy |
|
|||||
|
2020
Q4 | $24.4M | Buy |
|
|||||
|
2020
Q3 | $20.4M | Buy |
|
|||||
|
2020
Q2 | $16.8M | Buy |
|
|||||
|
2020
Q1 | $13.7M | Sell |
|
|||||
|
2019
Q4 | $19.5M | Buy |
|
|||||
|
2019
Q3 | $17.3M | Buy |
|
|||||
|
2019
Q2 | $17M | Sell |
|
|||||
|
2019
Q1 | $17.2M | Buy |
|
|||||
|
2018
Q4 | $13.6M | Sell |
|
|||||
|
2018
Q3 | $17.4M | Buy |
|
|||||
|
2018
Q2 | $16.7M | Buy |
|
|||||
|
2018
Q1 | $16.7M | Sell |
|
|||||
|
2017
Q4 | $16.8M | Buy |
|
|||||
|
2017
Q3 | $3.36M | Sell |
|
|||||
|
2017
Q2 | $3.18M | Sell |
|
|||||
|
2017
Q1 | $3.04M | Buy |
|
|||||
|
2016
Q4 | $2.77M | Buy |
|
|||||
|
2016
Q3 | $2.76M | Buy |
|
|||||
|
2016
Q2 | $2.45M | Sell |
|
|||||
|
2016
Q1 | $2.44M | Sell |
|
|||||
|
2015
Q4 | $2.47M | Buy |
|
|||||
|
2015
Q3 | $2.18M | Buy |
|
|||||
|
2015
Q2 | $1.73M | Buy |
|