HIM
Harbour Investment Management’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 | $355K | Hold |
12,400
| – | – | 0.15% | 82 |
|
|
2025
Q1 | $340K | Sell |
12,400
-21,170
| -63% | -$580K | 0.15% | 81 |
|
|
2024
Q4 | $997K | Buy |
33,570
+26,945
| +407% | +$800K | 0.44% | 55 |
|
|
2024
Q3 | $395K | Hold |
6,625
| – | – | 0.17% | 75 |
|
|
2024
Q2 | $365K | Hold |
6,625
| – | – | 0.17% | 73 |
|
|
2024
Q1 | $378K | Buy |
+6,625
| New | +$378K | 0.18% | 73 |
|