Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.78M | Sell |
64,998
-2,514
| -4% | -$69K | 0.02% | 250 |
|
|
2024
Q1 | $1.93M | Buy |
67,512
+5,620
| +9% | +$160K | 0.02% | 244 |
|
|
2023
Q4 | $1.71M | Sell |
61,892
-1,526
| -2% | -$42.2K | 0.02% | 256 |
|
|
2023
Q3 | $1.54M | Buy |
63,418
+720
| +1% | +$17.5K | 0.02% | 240 |
|
|
2023
Q2 | $1.58M | Sell |
62,698
-146
| -0.2% | -$3.68K | 0.02% | 241 |
|
|
2023
Q1 | $1.47M | Hold |
62,844
| – | – | 0.03% | 219 |
|
|
2022
Q4 | $1.47M | Sell |
62,844
-798
| -1% | -$18.6K | 0.03% | 220 |
|
|
2022
Q3 | $1.35M | Sell |
63,642
-1,260
| -2% | -$26.8K | 0.03% | 220 |
|
|
2022
Q2 | $1.47M | Buy |
64,902
+736
| +1% | +$16.6K | 0.03% | 213 |
|
|
2022
Q1 | $1.72M | Buy |
64,166
+542
| +0.9% | +$14.5K | 0.03% | 200 |
|
|
2021
Q4 | $1.77M | Buy |
63,624
+1,102
| +2% | +$30.6K | 0.03% | 198 |
|
|
2021
Q3 | $1.65M | Buy |
62,522
+682
| +1% | +$18K | 0.03% | 193 |
|
|
2021
Q2 | $1.68M | Buy |
61,840
+544
| +0.9% | +$14.8K | 0.04% | 193 |
|
|
2021
Q1 | $1.55M | Buy |
61,296
+320
| +0.5% | +$8.11K | 0.08% | 185 |
|
|
2020
Q4 | $1.31M | Sell |
60,976
-7,738
| -11% | -$166K | 0.07% | 193 |
|
|
2020
Q3 | $1.14M | Hold |
68,714
| – | – | 0.09% | 162 |
|
|
2020
Q2 | $1.09M | Sell |
68,714
-27,130
| -28% | -$430K | 0.1% | 139 |
|
|
2020
Q1 | $1.24M | Buy |
+95,844
| New | +$1.24M | 0.12% | 132 |
|