CVA Family Office’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 | $731K | Sell |
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|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $783K | Sell |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $782K | Buy |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $783K | Sell |
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|
2022
Q4 | $929K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $903K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $943K | Buy |
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|
2021
Q3 | $385K | Sell |
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|
2021
Q2 | $937K | Buy |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $500K | Buy |
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|
2020
Q3 | $385K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $992K | Buy |
|