Arlington Financial Advisors’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 | $9.04M | Sell |
|
|||||
|
2025
Q2 | $8.33M | Buy |
|
|||||
|
2025
Q1 | $7.85M | Sell |
|
|||||
|
2024
Q4 | $8.86M | Sell |
|
|||||
|
2024
Q3 | $8.91M | Sell |
|
|||||
|
2024
Q2 | $8.22M | Sell |
|
|||||
|
2024
Q1 | $8.71M | Sell |
|
|||||
|
2023
Q4 | $18.7M | Sell |
|
|||||
|
2023
Q3 | $17.7M | Buy |
|
|||||
|
2023
Q2 | $18.1M | Buy |
|
|||||
|
2023
Q1 | $17M | Buy |
|
|||||
|
2022
Q4 | $13.7M | Sell |
|
|||||
|
2022
Q3 | $13.2M | Sell |
|
|||||
|
2022
Q2 | $14.6M | Buy |
|
|||||
|
2022
Q1 | $17.2M | Sell |
|
|||||
|
2021
Q4 | $18M | Buy |
|
|||||
|
2021
Q3 | $16.8M | Buy |
|
|||||
|
2021
Q2 | $17.2M | Sell |
|
|||||
|
2021
Q1 | $16.5M | Sell |
|
|||||
|
2020
Q4 | $14M | Buy |
|
|||||
|
2020
Q3 | $10.6M | Sell |
|
|||||
|
2020
Q2 | $10.8M | Buy |
|
|||||
|
2020
Q1 | $8.13M | Buy |
|
|||||
|
2019
Q4 | $10.1M | Buy |
|
|||||
|
2019
Q3 | $9.26M | Buy |
|
|||||
|
2019
Q2 | $8.99M | Sell |
|
|||||
|
2019
Q1 | $9.29M | Buy |
|
|||||
|
2018
Q4 | $5.2M | Sell |
|
|||||
|
2018
Q3 | $7.57M | Buy |
|
|||||
|
2018
Q2 | $7.69M | Buy |
|
|||||
|
2018
Q1 | $6.27M | Buy |
|
|||||
|
2017
Q4 | $6.54M | Buy |
|