Abound Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
8,443
+3,316
| +65% | +$95K | 0.07% | 65 |
|
|
2025
Q1 | $140K | Hold |
5,127
| – | – | 0.05% | 88 |
|
|
2024
Q4 | $152K | Buy |
5,127
+835
| +19% | +$24.8K | 0.05% | 77 |
|
|
2024
Q3 | $128K | Buy |
4,292
+14
| +0.3% | +$417 | 0.04% | 88 |
|
|
2024
Q2 | $117K | Sell |
4,278
-122
| -3% | -$3.35K | 0.04% | 84 |
|
|
2024
Q1 | $125K | Hold |
4,400
| – | – | 0.05% | 80 |
|
|
2023
Q4 | $122K | Buy |
4,400
+4,128
| +1,518% | +$114K | 0.05% | 77 |
|
|
2023
Q3 | $6.6K | Hold |
272
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $6.87K | Hold |
272
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $6.63K | Hold |
272
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $6.36K | Hold |
272
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $5.79K | Hold |
272
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $6.16K | Hold |
272
| – | – | ﹤0.01% | 97 |
|
|
2022
Q1 | $7.28K | Hold |
272
| – | – | 0.01% | 94 |
|
|
2021
Q4 | $7.57K | Buy |
+272
| New | +$7.57K | 0.01% | 94 |
|