Anchor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29K | Hold |
80
| – | – | ﹤0.01% | 948 |
|
|
2025
Q1 | $2.19K | Hold |
80
| – | – | ﹤0.01% | 944 |
|
|
2024
Q4 | $2.38K | Hold |
80
| – | – | ﹤0.01% | 925 |
|
|
2024
Q3 | $2.38K | Hold |
80
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $2.2K | Hold |
80
| – | – | ﹤0.01% | 901 |
|
|
2024
Q1 | $2.28K | Hold |
80
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $2.21K | Hold |
80
| – | – | ﹤0.01% | 871 |
|
|
2023
Q3 | $1.94K | Hold |
80
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $2.02K | Hold |
80
| – | – | ﹤0.01% | 880 |
|
|
2023
Q1 | $1.95K | Hold |
80
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $1.87K | Hold |
80
| – | – | ﹤0.01% | 876 |
|
|
2022
Q3 | $1.7K | Hold |
80
| – | – | ﹤0.01% | 895 |
|
|
2022
Q2 | $1.81K | Hold |
80
| – | – | ﹤0.01% | 897 |
|
|
2022
Q1 | $2.14K | Hold |
80
| – | – | ﹤0.01% | 908 |
|
|
2021
Q4 | $2.22K | Hold |
80
| – | – | ﹤0.01% | 928 |
|
|
2021
Q3 | $2.11K | Hold |
80
| – | – | ﹤0.01% | 852 |
|
|
2021
Q2 | $2.18K | Hold |
80
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $2.03K | Hold |
80
| – | – | ﹤0.01% | 871 |
|
|
2020
Q4 | $1.72K | Hold |
80
| – | – | ﹤0.01% | 855 |
|
|
2020
Q3 | $1.32K | Hold |
80
| – | – | ﹤0.01% | 841 |
|
|
2020
Q2 | $1.27K | Hold |
80
| – | – | ﹤0.01% | 819 |
|
|
2020
Q1 | $1.04K | Hold |
80
| – | – | ﹤0.01% | 812 |
|
|
2019
Q4 | $1.61K | Hold |
80
| – | – | ﹤0.01% | 785 |
|
|
2019
Q3 | $1.51K | Hold |
80
| – | – | ﹤0.01% | 765 |
|
|
2019
Q2 | $1.51K | Hold |
80
| – | – | ﹤0.01% | 763 |
|
|
2019
Q1 | $1.49K | Sell |
80
-20
| -20% | -$373 | ﹤0.01% | 758 |
|
|
2018
Q4 | $1.64K | Hold |
100
| – | – | ﹤0.01% | 774 |
|
|
2018
Q3 | $2.04K | Buy |
+100
| New | +$2.04K | ﹤0.01% | 777 |
|