Bank of Montreal’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 | $639K | Sell |
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|
2025
Q2 | $590K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $205 | Buy |
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|
2022
Q2 | $182 | Buy |
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|
2022
Q1 | $171K | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $41K | Buy |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $22K | Buy |
|