Cherry Tree Wealth Management’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
Q2
$210K Hold
2025
Q1
$201K Hold
2024
Q4
$218K Hold
2024
Q3
$219K Sell
2024
Q2
$255K Hold
2024
Q1
$265K Hold
2023
Q4
$257K Hold
2023
Q3
$225K Hold
2023
Q2
$234K Buy