Bruce G. Allen Investments’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 | $553K | Buy |
19,285
+163
| +0.9% | +$4.67K | 0.42% | 29 |
|
|
2025
Q1 | $524K | Buy |
19,122
+819
| +4% | +$22.4K | 0.41% | 31 |
|
|
2024
Q4 | $544K | Buy |
18,303
+41
| +0.2% | +$1.22K | 0.44% | 29 |
|
|
2024
Q3 | $544K | Buy |
18,262
+6,198
| +51% | +$185K | 0.42% | 35 |
|
|
2024
Q2 | $331K | Buy |
12,064
+112
| +0.9% | +$3.08K | 0.28% | 46 |
|
|
2024
Q1 | $341K | Buy |
11,952
+1,552
| +15% | +$44.3K | 0.28% | 47 |
|
|
2023
Q4 | $288K | Buy |
+10,400
| New | +$288K | 0.26% | 49 |
|