CIAS
CBIZ Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3K | Hold |
2,490
| – | – | ﹤0.01% | 99 |
|
|
2025
Q1 | $68.2K | Hold |
2,490
| – | – | ﹤0.01% | 98 |
|
|
2024
Q4 | $74K | Buy |
2,490
+1,245
| +100% | +$37K | ﹤0.01% | 93 |
|
|
2024
Q3 | $74.2K | Hold |
1,245
| – | – | ﹤0.01% | 88 |
|
|
2024
Q2 | $68.6K | Buy |
+1,245
| New | +$68.6K | ﹤0.01% | 87 |
|