HB Wealth Management’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 | $1.11M | Sell |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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