Edge Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-436
| Closed | -$7K | – | 506 |
|
|
2020
Q2 | $7K | Hold |
436
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $6K | Hold |
436
| – | – | ﹤0.01% | 448 |
|
|
2019
Q4 | $9K | Sell |
436
-400
| -48% | -$8.26K | ﹤0.01% | 429 |
|
|
2019
Q3 | $15K | Hold |
836
| – | – | ﹤0.01% | 357 |
|
|
2019
Q2 | $16K | Hold |
836
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $16K | Hold |
836
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $14K | Hold |
836
| – | – | ﹤0.01% | 364 |
|
|
2018
Q3 | $17K | Hold |
836
| – | – | ﹤0.01% | 381 |
|
|
2018
Q2 | $17K | Hold |
836
| – | – | ﹤0.01% | 363 |
|
|
2018
Q1 | $16K | Hold |
836
| – | – | ﹤0.01% | 325 |
|
|
2017
Q4 | $15K | Hold |
836
| – | – | ﹤0.01% | 337 |
|
|
2017
Q3 | $15K | Buy |
+836
| New | +$15K | ﹤0.01% | 329 |
|