Bristlecone Advisors’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 | $26.3K | Buy |
917
+2
| +0.2% | +$57 | ﹤0.01% | 265 |
|
|
2025
Q1 | $25.1K | Buy |
915
+2
| +0.2% | +$55 | ﹤0.01% | 328 |
|
|
2024
Q4 | $27.1K | Buy |
913
+5
| +0.6% | +$148 | ﹤0.01% | 324 |
|
|
2024
Q3 | $27.1K | Buy |
+908
| New | +$27.1K | ﹤0.01% | 331 |
|
|
2023
Q2 | – | Sell |
-4,496
| Closed | -$109K | – | 291 |
|
|
2023
Q1 | $109K | Buy |
+4,496
| New | +$109K | 0.01% | 276 |
|