Wade Financial Advisory’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
Q1 | $3.36M | Buy |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.09M | Sell |
|
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|
2023
Q4 | $5.16M | Sell |
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|
2023
Q3 | $5.79M | Buy |
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|
2023
Q2 | $5.84M | Buy |
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|
2023
Q1 | $5.66M | Buy |
|
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|
2022
Q4 | $5.27M | Sell |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $4.57M | Sell |
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|
2022
Q1 | $6.34M | Buy |
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|
2021
Q4 | $5.3M | Buy |
|
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|
2021
Q3 | $5.33M | Sell |
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|
2021
Q2 | $5.42M | Buy |
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|
2021
Q1 | $4.86M | Buy |
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|
2020
Q4 | $4.46M | Buy |
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|
2020
Q3 | $1.96M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $2.15M | Buy |
|