CP
Creekside Partners’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 | $392K | Sell |
13,673
-107
| -0.8% | -$3.07K | 0.19% | 117 |
|
|
2025
Q1 | $377K | Hold |
13,780
| – | – | 0.2% | 113 |
|
|
2024
Q4 | $409K | Buy |
13,780
+6,889
| +100% | +$205K | 0.21% | 106 |
|
|
2024
Q3 | $410K | Sell |
6,891
-645
| -9% | -$38.4K | 0.21% | 111 |
|
|
2024
Q2 | $414K | Buy |
+7,536
| New | +$414K | 0.23% | 101 |
|