Austin Private Wealth’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 | $702K | Sell |
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|
2025
Q2 | $668K | Sell |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $864K | Sell |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $306K | Buy |
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