Financial Synergies Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Buy |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $562K | Buy |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $533K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $698K | Sell |
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|
2021
Q3 | $744K | Sell |
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|
2021
Q2 | $774K | Sell |
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|
2021
Q1 | $771K | Sell |
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|
2020
Q4 | $700K | Sell |
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|
2020
Q3 | $1.58M | Sell |
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|
2020
Q2 | $3.1M | Sell |
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|
2020
Q1 | $2.92M | Buy |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $3.07M | Buy |
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|
2019
Q2 | $2.89M | Buy |
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|
2019
Q1 | $2.45M | Buy |
|