BWM
BCS Wealth Management’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 | $801K | Buy |
27,961
+5,022
| +22% | +$144K | 0.17% | 116 |
|
|
2025
Q1 | $628K | Buy |
22,939
+2,111
| +10% | +$57.8K | 0.16% | 120 |
|
|
2024
Q4 | $619K | Buy |
+20,828
| New | +$619K | 0.15% | 126 |
|
|
2024
Q2 | – | Sell |
-6,008
| Closed | -$343K | – | 169 |
|
|
2024
Q1 | $343K | Buy |
6,008
+665
| +12% | +$38K | 0.11% | 176 |
|
|
2023
Q4 | $296K | Buy |
5,343
+727
| +16% | +$40.3K | 0.11% | 170 |
|
|
2023
Q3 | $224K | Buy |
+4,616
| New | +$224K | 0.09% | 180 |
|