AE 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
Q2 | $101K | Sell |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $150K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $837K | Buy |
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