Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $962K | Buy |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $809K | Sell |
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|
2023
Q3 | $715K | Buy |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $389K | Buy |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $447K | Sell |
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|
2019
Q3 | $477K | Buy |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $424K | Buy |
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|
2018
Q3 | $435K | Sell |
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|
2018
Q2 | $439K | Sell |
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|
2018
Q1 | $418K | Sell |
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|
2017
Q4 | $450K | Sell |
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|
2017
Q3 | $437K | Buy |
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|
2017
Q2 | $390K | Buy |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $283K | Buy |
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