HBW Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
59,376
+789
| +1% | +$22.6K | 0.21% | 116 |
|
|
2025
Q1 | $1.6M | Buy |
58,587
+3,767
| +7% | +$103K | 0.23% | 108 |
|
|
2024
Q4 | $1.63M | Sell |
54,820
-674
| -1% | -$20K | 0.17% | 101 |
|
|
2024
Q3 | $1.65M | Buy |
55,494
+1,238
| +2% | +$36.9K | 0.24% | 98 |
|
|
2024
Q2 | $1.49M | Buy |
+54,256
| New | +$1.49M | 0.25% | 106 |
|
|
2023
Q3 | – | Sell |
-25,632
| Closed | -$647K | – | 310 |
|
|
2023
Q2 | $647K | Buy |
+25,632
| New | +$647K | 0.14% | 155 |
|