Continuum Advisory’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 | $231K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $72.3K | Buy |
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|
2024
Q4 | $27K | Buy |
|
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|
2024
Q3 | $11.7K | Sell |
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|
2024
Q2 | $43.1K | Buy |
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|
2024
Q1 | $41.8K | Sell |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $657K | Buy |
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|
2021
Q3 | $574K | Buy |
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