Betterment LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
40,929
-1,847
| -4% | -$52.9K | ﹤0.01% | 263 |
|
|
2025
Q1 | $1.17M | Sell |
42,776
-1,112
| -3% | -$30.5K | ﹤0.01% | 242 |
|
|
2024
Q4 | $1.3M | Sell |
43,888
-2,462
| -5% | -$73.1K | ﹤0.01% | 234 |
|
|
2024
Q3 | $1.38M | Sell |
46,350
-36,576
| -44% | -$1.09M | ﹤0.01% | 207 |
|
|
2024
Q2 | $2.28M | Buy |
82,926
+2,276
| +3% | +$62.5K | 0.01% | 160 |
|
|
2024
Q1 | $2.3M | Buy |
80,650
+10,546
| +15% | +$301K | 0.01% | 137 |
|
|
2023
Q4 | $1.94M | Buy |
70,104
+16,454
| +31% | +$455K | 0.01% | 134 |
|
|
2023
Q3 | $1.3M | Sell |
53,650
-75,326
| -58% | -$1.83M | ﹤0.01% | 140 |
|
|
2023
Q2 | $3.25M | Sell |
128,976
-12,700
| -9% | -$320K | 0.01% | 96 |
|
|
2023
Q1 | $3.45M | Buy |
141,676
+121,248
| +594% | +$2.95M | 0.01% | 99 |
|
|
2022
Q4 | $477K | Buy |
20,428
+1,220
| +6% | +$28.5K | ﹤0.01% | 189 |
|
|
2022
Q3 | $435K | Hold |
19,208
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $435K | Buy |
19,208
+3,584
| +23% | +$81.2K | ﹤0.01% | 183 |
|
|
2022
Q1 | $418K | Buy |
15,624
+7,262
| +87% | +$194K | ﹤0.01% | 183 |
|
|
2021
Q4 | $233K | Buy |
+8,362
| New | +$233K | ﹤0.01% | 196 |
|