CSWM
Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34K | Buy |
1,144
+572
| +100% | +$17K | 0.01% | 237 |
|
|
2024
Q3 | $34.1K | Hold |
572
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $31.4K | Sell |
572
-479
| -46% | -$26.3K | 0.01% | 236 |
|
|
2024
Q1 | $59.9K | Buy |
1,051
+479
| +84% | +$27.3K | 0.03% | 200 |
|
|
2023
Q4 | $31.7K | Sell |
572
-55
| -9% | -$3.04K | 0.02% | 238 |
|
|
2023
Q3 | $30.4K | Buy |
627
+572
| +1,040% | +$27.7K | 0.02% | 235 |
|
|
2023
Q2 | $2.78K | Hold |
55
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $2.68K | Hold |
55
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $2.57K | Buy |
+55
| New | +$2.57K | ﹤0.01% | 405 |
|