CIBC Private Wealth Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
24,888
-7,164
| -22% | -$205K | ﹤0.01% | 744 |
|
|
2025
Q1 | $764K | Buy |
32,052
+373
| +1% | +$8.9K | ﹤0.01% | 701 |
|
|
2024
Q4 | $940K | Buy |
31,679
+12,501
| +65% | +$371K | ﹤0.01% | 705 |
|
|
2024
Q3 | $571K | Sell |
19,178
-1,052
| -5% | -$31.3K | ﹤0.01% | 833 |
|
|
2024
Q2 | $552K | Sell |
20,230
-668
| -3% | -$18.2K | ﹤0.01% | 799 |
|
|
2024
Q1 | $590K | Buy |
20,898
+3,616
| +21% | +$102K | ﹤0.01% | 788 |
|
|
2023
Q4 | $478K | Buy |
17,282
+148
| +0.9% | +$4.1K | ﹤0.01% | 811 |
|
|
2023
Q3 | $415K | Buy |
+17,134
| New | +$415K | ﹤0.01% | 800 |
|
|
2018
Q3 | – | Sell |
-1,044
| Closed | -$21K | – | 1221 |
|
|
2018
Q2 | $21K | Buy |
+1,044
| New | +$21K | ﹤0.01% | 1388 |
|