CIBC Private Wealth 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
Q4 | $810K | Buy |
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|
2025
Q3 | $713K | Sell |
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|
2025
Q2 | $713K | Sell |
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|
2025
Q1 | $764K | Buy |
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|
2024
Q4 | $940K | Buy |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $21K | Buy |
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