Freestone Capital Holdings’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 | $293K | Hold |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $52.6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | $245K | Buy |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $209K | Buy |
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