Anchor Investment 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
$2.49K Hold
2025
Q2
$2.29K Hold
2025
Q1
$2.19K Hold
2024
Q4
$2.38K Hold
2024
Q3
$2.38K Hold
2024
Q2
$2.2K Hold
2024
Q1
$2.28K Hold
2023
Q4
$2.21K Hold
2023
Q3
$1.94K Hold
2023
Q2
$2.02K Hold
2023
Q1
$1.95K Hold
2022
Q4
$1.87K Hold
2022
Q3
$1.7K Hold
2022
Q2
$1.81K Hold
2022
Q1
$2.14K Hold
2021
Q4
$2.22K Hold
2021
Q3
$2.11K Hold
2021
Q2
$2.18K Hold
2021
Q1
$2.03K Hold
2020
Q4
$1.72K Hold
2020
Q3
$1.32K Hold
2020
Q2
$1.27K Hold
2020
Q1
$1.03K Hold
2019
Q4
$1.61K Hold
2019
Q3
$1.51K Hold
2019
Q2
$1.51K Hold
2019
Q1
$1.49K Sell
2018
Q4
$1.64K Hold
2018
Q3
$2.04K Buy