Center for Financial Planning’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 | – | Sell |
-70
| Closed | -$1.92K | – | 673 |
|
|
2025
Q1 | $1.92K | Buy |
+70
| New | +$1.92K | ﹤0.01% | 588 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$253 | – | 534 |
|
|
2023
Q2 | $253 | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2023
Q1 | $244 | Hold |
10
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $234 | Hold |
10
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 652 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 550 |
|