EverSource Wealth Advisors’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 | $317K | Buy |
+11,058
| New | +$317K | 0.01% | 644 |
|
|
2025
Q1 | – | Sell |
-1,130
| Closed | -$33.6K | – | 4087 |
|
|
2024
Q4 | $33.6K | Hold |
1,130
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q3 | $33.7K | Hold |
1,130
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q2 | $33.9K | Buy |
1,130
+936
| +482% | +$28.1K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $5.21K | Sell |
194
-294
| -60% | -$7.9K | ﹤0.01% | 2036 |
|
|
2023
Q4 | $13.5K | Buy |
488
+294
| +152% | +$8.14K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $4.7K | Buy |
+194
| New | +$4.7K | ﹤0.01% | 1729 |
|