Chicago Partners Investment Group’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 | $628K | Buy |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $523K | Sell |
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|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $23K | Hold |
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|
2017
Q3 | $22K | Buy |
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