Cambridge Financial Group (Arizona)’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 | $524K | Hold |
18,284
| – | – | 0.2% | 78 |
|
|
2025
Q1 | $501K | Hold |
18,284
| – | – | 0.21% | 81 |
|
|
2024
Q4 | $543K | Sell |
18,284
-16,600
| -48% | -$493K | 0.23% | 67 |
|
|
2024
Q3 | $1.04M | Hold |
34,884
| – | – | 0.43% | 51 |
|
|
2024
Q2 | $958K | Sell |
34,884
-6
| -0% | -$165 | 0.44% | 53 |
|
|
2024
Q1 | $995K | Sell |
34,890
-3,984
| -10% | -$114K | 0.47% | 49 |
|
|
2023
Q4 | $1.08M | Buy |
+38,874
| New | +$1.08M | 0.56% | 40 |
|