Beacon Pointe Advisors’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 | $734K | Sell |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $884K | Buy |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $243K | Buy |
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