Boyce & Associates Wealth Consulting’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 | $383K | Buy |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $414K | Buy |
|
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $246K | Buy |
|
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $264K | Buy |
|