Guardian Financial 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 | $1.2M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $569K | Buy |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $213K | Buy |
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