Wade Financial Advisory’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Buy |
34,900
+54
| +0.2% | +$1.95K | 0.43% | 34 |
|
|
2024
Q4 | $1.16M | Buy |
34,846
+237
| +0.7% | +$7.87K | 0.39% | 37 |
|
|
2024
Q3 | $1.29M | Sell |
34,609
-275
| -0.8% | -$10.3K | 0.44% | 34 |
|
|
2024
Q2 | $1.22M | Sell |
34,884
-1,655
| -5% | -$58K | 0.44% | 34 |
|
|
2024
Q1 | $1.3M | Sell |
36,539
-12,473
| -25% | -$444K | 0.47% | 33 |
|
|
2023
Q4 | $1.65M | Sell |
49,012
-7,395
| -13% | -$249K | 0.63% | 31 |
|
|
2023
Q3 | $1.79M | Buy |
56,407
+491
| +0.9% | +$15.6K | 0.76% | 29 |
|
|
2023
Q2 | $1.81M | Sell |
55,916
-23,113
| -29% | -$746K | 0.72% | 30 |
|
|
2023
Q1 | $2.47M | Buy |
79,029
+4,832
| +7% | +$151K | 1.04% | 25 |
|
|
2022
Q4 | $2.16M | Sell |
74,197
-3,863
| -5% | -$112K | 0.98% | 28 |
|
|
2022
Q3 | $1.96M | Sell |
78,060
-40,088
| -34% | -$1.01M | 0.98% | 26 |
|
|
2022
Q2 | $3.35M | Buy |
118,148
+76,086
| +181% | +$2.15M | 1.59% | 21 |
|
|
2022
Q1 | $1.36M | Buy |
42,062
+12,613
| +43% | +$407K | 0.58% | 32 |
|
|
2021
Q4 | $957K | Hold |
29,449
| – | – | 0.5% | 35 |
|
|
2021
Q3 | $967K | Sell |
29,449
-600
| -2% | -$19.7K | 0.55% | 32 |
|
|
2021
Q2 | $1M | Hold |
30,049
| – | – | 0.55% | 32 |
|
|
2021
Q1 | $965K | Hold |
30,049
| – | – | 0.61% | 30 |
|
|
2020
Q4 | $880K | Hold |
30,049
| – | – | 0.59% | 31 |
|
|
2020
Q3 | $738K | Hold |
30,049
| – | – | 0.58% | 35 |
|
|
2020
Q2 | $713K | Sell |
30,049
-87
| -0.3% | -$2.06K | 0.62% | 34 |
|
|
2020
Q1 | $634K | Sell |
30,136
-10,070
| -25% | -$212K | 0.63% | 33 |
|
|
2019
Q4 | $1.16M | Buy |
+40,206
| New | +$1.16M | 1.03% | 21 |
|