Advisornet Financial’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 | $187K | Buy |
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|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $660K | Sell |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $636K | Buy |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $678K | Sell |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $538K | Buy |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $395K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $524K | Buy |
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|
2019
Q2 | $463K | Buy |
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|
2019
Q1 | $457K | Buy |
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|
2018
Q4 | $403K | Buy |
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|
2018
Q3 | $498K | Buy |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $427K | Hold |
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|
2017
Q4 | $435K | Buy |
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