ECM
Exchange Capital Management’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 | $222K | Hold |
7,736
| – | – | 0.03% | 203 |
|
|
2025
Q1 | $212K | Sell |
7,736
-380
| -5% | -$10.4K | 0.03% | 200 |
|
|
2024
Q4 | $241K | Buy |
8,116
+4,058
| +100% | +$121K | 0.04% | 204 |
|
|
2024
Q3 | $242K | Sell |
4,058
-438
| -10% | -$26.1K | 0.04% | 185 |
|
|
2024
Q2 | $247K | Buy |
4,496
+190
| +4% | +$10.4K | 0.04% | 184 |
|
|
2024
Q1 | $246K | Hold |
4,306
| – | – | 0.04% | 179 |
|
|
2023
Q4 | $238K | Sell |
4,306
-251
| -6% | -$13.9K | 0.04% | 172 |
|
|
2023
Q3 | $221K | Hold |
4,557
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $230K | Buy |
+4,557
| New | +$230K | 0.04% | 171 |
|