Capital Investment Advisory Services’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
Q3 | $564K | Buy |
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|
2025
Q2 | $518K | Hold |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $487K | Hold |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $450K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $31K | Buy |
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