Chilton Capital Management’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
Q1 | – | Sell |
-666
| Closed | -$19.8K | – | 552 |
|
|
2024
Q4 | $19.8K | Hold |
666
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $19.8K | Sell |
666
-1,000
| -60% | -$29.8K | ﹤0.01% | 426 |
|
|
2024
Q2 | $45.7K | Sell |
1,666
-142
| -8% | -$3.9K | ﹤0.01% | 367 |
|
|
2024
Q1 | $51.6K | Hold |
1,808
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $50K | Hold |
1,808
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $43.8K | Buy |
1,808
+1,142
| +171% | +$27.7K | ﹤0.01% | 331 |
|
|
2023
Q2 | $16.8K | Hold |
666
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $16.2K | Buy |
+666
| New | +$16.2K | ﹤0.01% | 426 |
|
|
2022
Q3 | – | Sell |
-766
| Closed | -$17K | – | 354 |
|
|
2022
Q2 | $17K | Buy |
+766
| New | +$17K | ﹤0.01% | 406 |
|