Avantax Advisory Services’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 | $2.1M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.03M | Buy |
|
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $945K | Buy |
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|
2023
Q1 | $804K | Buy |
|
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|
2022
Q4 | $744K | Buy |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.78M | Buy |
|