CWA
Clearview Wealth Advisors’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 | $425K | Buy |
14,827
+792
| +6% | +$22.7K | 0.3% | 66 |
|
|
2025
Q1 | $384K | Buy |
14,035
+318
| +2% | +$8.71K | 0.29% | 67 |
|
|
2024
Q4 | $407K | Buy |
13,717
+6,978
| +104% | +$207K | 0.31% | 63 |
|
|
2024
Q3 | $401K | Buy |
6,739
+654
| +11% | +$39K | 0.31% | 61 |
|
|
2024
Q2 | $334K | Buy |
+6,085
| New | +$334K | 0.29% | 71 |
|