Appleton Partners’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 | $343K | Sell |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $373K | Buy |
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