Elevate Wealth Advisory’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 | $61.1K | Hold |
2,132
| – | – | 0.04% | 96 |
|
|
2025
Q1 | $58.4K | Hold |
2,132
| – | – | 0.04% | 95 |
|
|
2024
Q4 | $63.3K | Hold |
2,132
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $63.5K | Hold |
2,132
| – | – | 0.05% | 91 |
|
|
2024
Q2 | $58.8K | Hold |
2,132
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $60.8K | Hold |
2,132
| – | – | 0.05% | 80 |
|
|
2023
Q4 | $59K | Buy |
+2,132
| New | +$59K | 0.05% | 80 |
|