IHT 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
Q1 | – | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Buy |
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