BIG
Builder Investment Group’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 | – | Sell |
-9,866
| Closed | -$270K | – | 104 |
|
2025
Q1 | $270K | Hold |
9,866
| – | – | 0.08% | 86 |
|
2024
Q4 | $293K | Buy |
9,866
+4,931
| +100% | +$146K | 0.08% | 84 |
|
2024
Q3 | $294K | Sell |
4,935
-153
| -3% | -$9.11K | 0.08% | 80 |
|
2024
Q2 | $279K | Sell |
5,088
-487
| -9% | -$26.7K | 0.08% | 79 |
|
2024
Q1 | $318K | Sell |
5,575
-21
| -0.4% | -$1.2K | 0.09% | 77 |
|
2023
Q4 | $310K | Hold |
5,596
| – | – | 0.11% | 82 |
|
2023
Q3 | $271K | Buy |
5,596
+62
| +1% | +$3.01K | 0.11% | 80 |
|
2023
Q2 | $279K | Buy |
5,534
+70
| +1% | +$3.53K | 0.11% | 79 |
|
2023
Q1 | $266K | Buy |
5,464
+99
| +2% | +$4.82K | 0.12% | 78 |
|
2022
Q4 | $251K | Buy |
+5,365
| New | +$251K | 0.12% | 77 |
|