DHJJ Financial Advisors’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 | $156K | Buy |
5,460
+1,515
| +38% | +$43.4K | 0.06% | 197 |
|
|
2025
Q1 | $108K | Sell |
3,945
-128
| -3% | -$3.51K | 0.04% | 216 |
|
|
2024
Q4 | $121K | Buy |
4,073
+9
| +0.2% | +$267 | 0.05% | 202 |
|
|
2024
Q3 | $121K | Buy |
4,064
+14
| +0.3% | +$417 | 0.05% | 195 |
|
|
2024
Q2 | $111K | Hold |
4,050
| – | – | 0.05% | 192 |
|
|
2024
Q1 | $115K | Sell |
4,050
-318
| -7% | -$9.07K | 0.05% | 188 |
|
|
2023
Q4 | $121K | Sell |
4,368
-78
| -2% | -$2.16K | 0.06% | 178 |
|
|
2023
Q3 | $108K | Buy |
+4,446
| New | +$108K | 0.05% | 176 |
|