Foundations Investment 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 | $3.66M | Buy |
127,621
+16,274
| +15% | +$466K | 0.06% | 242 |
|
|
2025
Q1 | $3.05M | Buy |
111,347
+9,199
| +9% | +$252K | 0.06% | 246 |
|
|
2024
Q4 | $3.03M | Buy |
102,148
+20,192
| +25% | +$600K | 0.06% | 232 |
|
|
2024
Q3 | $2.44M | Buy |
81,956
+37,492
| +84% | +$1.12M | 0.05% | 245 |
|
|
2024
Q2 | $1.22M | Buy |
44,464
+22,320
| +101% | +$613K | 0.03% | 306 |
|
|
2024
Q1 | $631K | Buy |
+22,144
| New | +$631K | 0.02% | 419 |
|