GFG
Goldstone Financial Group’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 | $13.9M | Buy |
467,060
+24,649
| +6% | +$734K | 1.84% | 11 |
|
|
2025
Q1 | $12.1M | Buy |
442,411
+22,880
| +5% | +$627K | 1.83% | 13 |
|
|
2024
Q4 | $12.5M | Buy |
419,531
+233,370
| +125% | +$6.93M | 1.95% | 12 |
|
|
2024
Q3 | $11.1M | Buy |
186,161
+16,265
| +10% | +$969K | 1.93% | 15 |
|
|
2024
Q2 | $9.33M | Buy |
169,896
+22,501
| +15% | +$1.24M | 1.87% | 14 |
|
|
2024
Q1 | $8.41M | Buy |
147,395
+8,670
| +6% | +$494K | 1.93% | 14 |
|
|
2023
Q4 | $7.68M | Buy |
+138,725
| New | +$7.68M | 1.98% | 12 |
|