Carson Wealth (CWM LLC)’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 | $217K | Buy |
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|
2025
Q2 | $162K | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $81K | Sell |
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|
2023
Q3 | $78K | Sell |
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|
2023
Q2 | $94K | Buy |
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|
2023
Q1 | $17K | Sell |
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|
2022
Q4 | $47K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $33K | Buy |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $34K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4K | Buy |
|