Clay Northam Wealth Management’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 | $602K | Hold |
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|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $584K | Hold |
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|
2023
Q4 | $567K | Hold |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $477K | Hold |
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|
2022
Q1 | $563K | Sell |
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|
2021
Q4 | $606K | Buy |
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