Cerity Partners’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 | $17.2M | Sell |
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|
2025
Q2 | $24.9M | Sell |
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|
2025
Q1 | $24.7M | Sell |
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|
2024
Q4 | $27.1M | Buy |
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|
2024
Q3 | $7.53M | Sell |
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|
2024
Q2 | $7.13M | Buy |
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|
2024
Q1 | $6.51M | Sell |
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|
2023
Q4 | $6.96M | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $6.89M | Buy |
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|
2023
Q1 | $6.64M | Buy |
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $6.18M | Sell |
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|
2021
Q4 | $6.58M | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $209K | Buy |
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