Bellevue Asset 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
Q3 | $211K | Buy |
|
|||||
|
2025
Q2 | $193K | Sell |
|
|||||
|
2025
Q1 | $185K | Buy |
|
|||||
|
2024
Q4 | $169K | Buy |
|
|||||
|
2024
Q3 | $110K | Buy |
|
|||||
|
2024
Q2 | $94.8K | Buy |
|
|||||
|
2024
Q1 | $79.1K | Buy |
|
|||||
|
2023
Q4 | $14.1K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $2K | Sell |
|
|||||
|
2020
Q3 | $3K | Buy |
|
|||||
|
2020
Q2 | $2K | Buy |
|
|||||
|
2020
Q1 | $2K | Hold |
|
|||||
|
2019
Q4 | $2K | Buy |
|