Alpha Omega 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 | $1.72M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $952K | Buy |
|
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $801K | Buy |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $582K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $123K | Buy |
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|
2019
Q1 | $95K | Buy |
|