IFP Advisors’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
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $955K | Buy |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $602K | Buy |
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|
2019
Q1 | $33K | Sell |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $3.44M | Sell |
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|
2018
Q2 | $3.46M | Sell |
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|
2018
Q1 | $3.53M | Hold |
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|
2017
Q4 | $3.53M | Buy |
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|
2017
Q3 | $3.29M | Buy |
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|
2017
Q2 | $2.96M | Buy |
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|
2017
Q1 | $2.5M | Buy |
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|
2016
Q4 | $1.81M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $1.2M | Buy |
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