Wealth Enhancement Advisory Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
105,294
+370
| +0.4% | +$12.4K | 0.01% | 1061 |
|
|
2025
Q1 | $3.23M | Sell |
104,924
-7,211
| -6% | -$222K | 0.01% | 1013 |
|
|
2024
Q4 | $3.26M | Sell |
112,135
-3,226
| -3% | -$93.7K | 0.01% | 957 |
|
|
2024
Q3 | $3.72M | Buy |
115,361
+8,517
| +8% | +$275K | 0.01% | 824 |
|
|
2024
Q2 | $3.16M | Sell |
106,844
-4,887
| -4% | -$145K | 0.01% | 830 |
|
|
2024
Q1 | $3.1M | Sell |
111,731
-3,329
| -3% | -$92.4K | 0.01% | 803 |
|
|
2023
Q4 | $3.12M | Buy |
115,060
+6,723
| +6% | +$182K | 0.01% | 754 |
|
|
2023
Q3 | $2.84M | Buy |
108,337
+71,982
| +198% | +$1.89M | 0.01% | 736 |
|
|
2023
Q2 | $973K | Sell |
36,355
-1,918
| -5% | -$51.3K | 0.01% | 267 |
|
|
2023
Q1 | $997K | Buy |
38,273
+12,850
| +51% | +$335K | 0.01% | 305 |
|
|
2022
Q4 | $682K | Sell |
25,423
-401
| -2% | -$10.8K | 0.01% | 254 |
|
|
2022
Q3 | $621K | Sell |
25,824
-6,444
| -20% | -$155K | 0.01% | 263 |
|
|
2022
Q2 | $826K | Buy |
32,268
+78
| +0.2% | +$2K | 0.01% | 255 |
|
|
2022
Q1 | $953K | Sell |
32,190
-8,220
| -20% | -$243K | 0.01% | 237 |
|
|
2021
Q4 | $1.3M | Buy |
40,410
+1,014
| +3% | +$32.6K | 0.02% | 204 |
|
|
2021
Q3 | $1.31M | Sell |
39,396
-11
| -0% | -$365 | 0.02% | 184 |
|
|
2021
Q2 | $1.25M | Buy |
39,407
+6,378
| +19% | +$203K | 0.02% | 175 |
|
|
2021
Q1 | $1.02M | Buy |
33,029
+3,105
| +10% | +$95.4K | 0.02% | 197 |
|
|
2020
Q4 | $890K | Buy |
29,924
+1,376
| +5% | +$40.9K | 0.02% | 176 |
|
|
2020
Q3 | $701K | Hold |
28,548
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $715K | Sell |
28,548
-9,722
| -25% | -$243K | 0.02% | 180 |
|
|
2020
Q1 | $832K | Sell |
38,270
-445,129
| -92% | -$9.68M | 0.03% | 173 |
|
|
2019
Q4 | $14.4M | Buy |
483,399
+85,687
| +22% | +$2.56M | 0.51% | 33 |
|
|
2019
Q3 | $11.1M | Buy |
397,712
+64,315
| +19% | +$1.79M | 0.45% | 36 |
|
|
2019
Q2 | $9.57M | Buy |
333,397
+294,484
| +757% | +$8.45M | 0.42% | 35 |
|
|
2019
Q1 | $1.11M | Sell |
38,913
-4,942
| -11% | -$141K | 0.06% | 128 |
|
|
2018
Q4 | $1.21M | Buy |
+43,855
| New | +$1.21M | 0.08% | 102 |
|
|
2016
Q1 | – | Sell |
-77,073
| Closed | -$1.41M | – | 115 |
|
|
2015
Q4 | $1.41M | Buy |
+77,073
| New | +$1.41M | 0.36% | 48 |
|