Focus Financial Network’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 | $826K | Sell |
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|
2025
Q2 | $769K | Buy |
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|
2025
Q1 | $628K | Buy |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $676K | Buy |
|
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|
2024
Q2 | $666K | Buy |
|
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $640K | Sell |
|
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $3.32M | Sell |
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|
2019
Q3 | $3.89M | Buy |
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|
2019
Q2 | $3.77M | Sell |
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|
2019
Q1 | $3.75M | Buy |
|