Atlas Capital 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
Q2 | $6.2K | Buy |
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|
2025
Q1 | $5.91K | Hold |
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|
2024
Q4 | $6.4K | Buy |
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|
2024
Q3 | $6.39K | Buy |
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|
2024
Q2 | $5.85K | Sell |
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|
2024
Q1 | $12.1K | Hold |
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|
2023
Q4 | $11.8K | Hold |
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|
2023
Q3 | $10.3K | Hold |
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|
2023
Q2 | $10.7K | Hold |
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|
2023
Q1 | $10.4K | Hold |
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|
2022
Q4 | $9.95K | Hold |
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|
2022
Q3 | $9.05K | Hold |
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|
2022
Q2 | $9.64K | Hold |
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|
2022
Q1 | $11.4K | Hold |
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|
2021
Q4 | $11.8K | Hold |
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|
2021
Q3 | $11.2K | Hold |
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|
2021
Q2 | $11.6K | Hold |
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|
2021
Q1 | $10.8K | Hold |
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|
2020
Q4 | $9.14K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.75K | Hold |
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|
2020
Q1 | $5.51K | Buy |
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|
2019
Q4 | $8.57K | Hold |
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|
2019
Q3 | $8.04K | Hold |
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|
2019
Q2 | $8.03K | Buy |
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