HPIA
Hamilton Point 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 | $24.1K | Hold |
840
| – | – | ﹤0.01% | 147 |
|
|
2025
Q1 | $23K | Hold |
840
| – | – | ﹤0.01% | 143 |
|
|
2024
Q4 | $24.9K | Buy |
840
+420
| +100% | +$12.5K | ﹤0.01% | 139 |
|
|
2024
Q3 | $25K | Hold |
420
| – | – | ﹤0.01% | 148 |
|
|
2024
Q2 | $23.2K | Hold |
420
| – | – | ﹤0.01% | 134 |
|
|
2024
Q1 | $24K | Hold |
420
| – | – | ﹤0.01% | 136 |
|
|
2023
Q4 | $23.2K | Buy |
+420
| New | +$23.2K | ﹤0.01% | 141 |
|