Axxcess Wealth Management’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 | $753K | Sell |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $857K | Buy |
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|
2024
Q3 | $823K | Sell |
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|
2024
Q2 | $767K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.53M | Buy |
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