AssetMark Inc’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 | $59.5K | Buy |
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|
2025
Q1 | $31.2K | Buy |
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|
2024
Q4 | $31.2K | Buy |
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|
2024
Q3 | $17.3K | Buy |
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|
2024
Q2 | $12.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.36K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.29M | Sell |
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|
2017
Q3 | $3.38M | Buy |
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|
2017
Q2 | $3.18M | Buy |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $2.16M | Buy |
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|
2016
Q3 | $1.85M | Buy |
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