Focus Partners Wealth’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 | $4.45M | Buy |
155,423
+76,049
| +96% | +$2.18M | 0.01% | 704 |
|
|
2025
Q1 | $2.17M | Sell |
79,374
-37,280
| -32% | -$1.02M | 0.01% | 821 |
|
|
2024
Q4 | $3.46M | Buy |
116,654
+44,286
| +61% | +$1.32M | 0.01% | 709 |
|
|
2024
Q3 | $2.16M | Sell |
72,368
-22,212
| -23% | -$662K | 0.01% | 749 |
|
|
2024
Q2 | $2.67M | Buy |
94,580
+61,982
| +190% | +$1.75M | 0.01% | 610 |
|
|
2024
Q1 | $930K | Buy |
32,598
+14,788
| +83% | +$422K | 0.01% | 618 |
|
|
2023
Q4 | $493K | Buy |
+17,810
| New | +$493K | 0.01% | 581 |
|