Arax Advisory 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 | $116K | Buy |
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2025
Q1 | $7.38K | Buy |
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|
2024
Q4 | $7.35K | Buy |
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2024
Q3 | $7.35K | Buy |
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|
2024
Q2 | $6.72K | Hold |
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|
2024
Q1 | $6.98K | Hold |
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|
2023
Q4 | $6.76K | Sell |
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|
2023
Q3 | $20.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.64K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Buy |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $11K | Buy |
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