Abound Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Sell |
|
|||||
|
2025
Q2 | $242K | Buy |
|
|||||
|
2025
Q1 | $140K | Hold |
|
|||||
|
2024
Q4 | $152K | Buy |
|
|||||
|
2024
Q3 | $128K | Buy |
|
|||||
|
2024
Q2 | $117K | Sell |
|
|||||
|
2024
Q1 | $125K | Hold |
|
|||||
|
2023
Q4 | $122K | Buy |
|
|||||
|
2023
Q3 | $6.6K | Hold |
|
|||||
|
2023
Q2 | $6.87K | Hold |
|
|||||
|
2023
Q1 | $6.63K | Hold |
|
|||||
|
2022
Q4 | $6.36K | Hold |
|
|||||
|
2022
Q3 | $5.79K | Hold |
|
|||||
|
2022
Q2 | $6.16K | Hold |
|
|||||
|
2022
Q1 | $7.28K | Hold |
|
|||||
|
2021
Q4 | $7.57K | Buy |
|