Number of Shares
195,655.00
Current Holdings Value*
$8.23 Mil
% of Portfolio
3.96%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
25.37%

Shore Point Advisors, LLC's Schwab Fundamental International Small Equity ETF Holding Summary

As of 2025-06-30, Shore Point Advisors, LLC held 195,655.00 shares of Schwab Fundamental International Small Equity ETF(FNDC), totaling $8.23 Mil. This investment constitutes 3.96% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.28% of the outstanding Schwab Fundamental International Small Equity ETF(FNDC) stock.

The initial trade took place in 2021Q4. And since then Shore Point Advisors, LLC has made 11 purchases of FNDC, at an average price of $33.60, for a total of 198,514.00 shares. In addition, there have been 3 sales at an average price of $32.58 for 2,859.00 shares. Based on historical transaction data and FNDC's current price of $42.26, Shore Point Advisors, LLC's estimated gain on his FNDC holdings is $1.69 Mil, reflecting a 25.37% gain to date.

Shore Point Advisors, LLC FNDC ($42.26) Holding Chart

Shore Point Advisors, LLC FNDC ($42.26) 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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