Clarity Capital Advisors’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
Q2 | $620K | Buy |
21,628
+55
| +0.3% | +$1.58K | 0.36% | 46 |
|
|
2025
Q1 | $591K | Buy |
21,573
+41
| +0.2% | +$1.12K | 0.39% | 45 |
|
|
2024
Q4 | $640K | Buy |
21,532
+112
| +0.5% | +$3.33K | 0.43% | 43 |
|
|
2024
Q3 | $638K | Buy |
21,420
+160
| +0.8% | +$4.77K | 0.46% | 41 |
|
|
2024
Q2 | $584K | Hold |
21,260
| – | – | 0.45% | 41 |
|
|
2024
Q1 | $606K | Buy |
21,260
+58
| +0.3% | +$1.65K | 0.48% | 39 |
|
|
2023
Q4 | $587K | Buy |
+21,202
| New | +$587K | 0.51% | 37 |
|