Altium 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
2018
Q2
Sell
-15,782
Closed -$294K 269
2018
Q1
$294K Sell
15,782
-3,676
-19% -$68.5K 0.12% 128
2017
Q4
$369K Buy
+19,458
New +$369K 0.17% 98