Global Retirement Partners’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 | $240K | Buy |
|
|||||
|
2025
Q2 | $219K | Buy |
|
|||||
|
2024
Q4 | $221K | Sell |
|
|||||
|
2024
Q3 | $252K | Buy |
|
|||||
|
2024
Q2 | $205K | Buy |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2023
Q4 | $186K | Sell |
|
|||||
|
2023
Q3 | $178K | Buy |
|
|||||
|
2023
Q2 | $113K | Buy |
|
|||||
|
2023
Q1 | $97.5K | Buy |
|
|||||
|
2022
Q4 | $81.8K | Hold |
|
|||||
|
2022
Q3 | $84K | Sell |
|
|||||
|
2022
Q2 | $80K | Buy |
|
|||||
|
2022
Q1 | $83K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $92K | Hold |
|
|||||
|
2021
Q2 | $95K | Hold |
|
|||||
|
2021
Q1 | $89K | Hold |
|
|||||
|
2020
Q4 | $75K | Hold |
|
|||||
|
2020
Q3 | $58K | Hold |
|
|||||
|
2020
Q2 | $56K | Buy |
|
|||||
|
2020
Q1 | $10K | Buy |
|