AA
Auxano Advisors’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 | $352K | Buy |
12,290
+31
| +0.3% | +$888 | 0.08% | 115 |
|
|
2025
Q1 | $336K | Buy |
12,259
+23
| +0.2% | +$630 | 0.09% | 116 |
|
|
2024
Q4 | $363K | Buy |
12,236
+6,150
| +101% | +$183K | 0.09% | 113 |
|
|
2024
Q3 | $363K | Buy |
6,086
+45
| +0.7% | +$2.68K | 0.09% | 113 |
|
|
2024
Q2 | $332K | Hold |
6,041
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $345K | Sell |
6,041
-155
| -3% | -$8.84K | 0.1% | 113 |
|
|
2023
Q4 | $343K | Buy |
6,196
+201
| +3% | +$11.1K | 0.12% | 102 |
|
|
2023
Q3 | $291K | Buy |
5,995
+45
| +0.8% | +$2.18K | 0.12% | 83 |
|
|
2023
Q2 | $290K | Hold |
5,950
| – | – | 0.12% | 84 |
|
|
2023
Q1 | $290K | Buy |
+5,950
| New | +$290K | 0.12% | 84 |
|