Number of Shares
364,175.00
Current Holdings Value*
$13.16 Mil
% of Portfolio
1.49%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
20.68%

Certified Advisory Corp's Schwab Fundamental International Equity ETF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 364,175.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $13.16 Mil. This investment constitutes 1.49% of their stock portfolio, and Certified Advisory Corp now holds 0.09% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.

The initial trade took place in 2020Q1. And since then Certified Advisory Corp has made 16 purchases of FNDF, at an average price of $31.93, for a total of 460,869.00 shares. In addition, there have been 3 sales at an average price of $34.38 for 96,694.00 shares. Based on historical transaction data and FNDF's current price of $39.63, Certified Advisory Corp's estimated gain on his FNDF holdings is $3.04 Mil, reflecting a 20.68% gain to date.

Certified Advisory Corp FNDF ($39.63) Holding Chart

Certified Advisory Corp FNDF ($39.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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