Atria Wealth Solutions’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
87,555
+10,936
| +14% | +$313K | 0.06% | 358 |
|
|
2025
Q1 | $2.1M | Buy |
76,619
+9,103
| +13% | +$249K | 0.03% | 614 |
|
|
2024
Q4 | $2.01M | Buy |
67,516
+2,668
| +4% | +$79.2K | 0.02% | 637 |
|
|
2024
Q3 | $1.93M | Buy |
64,848
+8,676
| +15% | +$258K | 0.02% | 648 |
|
|
2024
Q2 | $1.55M | Buy |
56,172
+18,690
| +50% | +$515K | 0.02% | 719 |
|
|
2024
Q1 | $1.07M | Buy |
+37,482
| New | +$1.07M | 0.01% | 877 |
|
|
2023
Q2 | – | Sell |
-10,182
| Closed | -$248K | – | 1904 |
|
|
2023
Q1 | $248K | Buy |
10,182
+434
| +4% | +$10.6K | ﹤0.01% | 1525 |
|
|
2022
Q4 | $228K | Buy |
+9,748
| New | +$228K | ﹤0.01% | 1519 |
|
|
2022
Q2 | – | Sell |
-8,606
| Closed | -$230K | – | 1695 |
|
|
2022
Q1 | $230K | Buy |
+8,606
| New | +$230K | ﹤0.01% | 1486 |
|