Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.47M | Hold |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.24M | Buy |
|