Coastwise Capital Group’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 | $276K | Buy |
9,641
+24
| +0.2% | +$688 | 0.22% | 102 |
|
|
2025
Q1 | $263K | Buy |
9,617
+18
| +0.2% | +$493 | 0.22% | 106 |
|
|
2024
Q4 | $285K | Buy |
9,599
+1,351
| +16% | +$40.1K | 0.23% | 100 |
|
|
2024
Q3 | $246K | Buy |
8,248
+60
| +0.7% | +$1.79K | 0.2% | 112 |
|
|
2024
Q2 | $225K | Sell |
8,188
-118
| -1% | -$3.24K | 0.21% | 100 |
|
|
2024
Q1 | $237K | Buy |
+8,306
| New | +$237K | 0.22% | 106 |
|