International Private Wealth Advisors’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 | $207K | Sell |
7,219
-113
| -2% | -$3.24K | 0.18% | 155 |
|
|
2025
Q1 | $201K | Sell |
7,332
-51
| -0.7% | -$1.4K | 0.19% | 147 |
|
|
2024
Q4 | $219K | Buy |
7,383
+309
| +4% | +$9.18K | 0.22% | 140 |
|
|
2024
Q3 | $211K | Sell |
7,074
-294
| -4% | -$8.76K | 0.31% | 115 |
|
|
2024
Q2 | $202K | Sell |
7,368
-724
| -9% | -$19.9K | 0.34% | 116 |
|
|
2024
Q1 | $231K | Sell |
8,092
-192
| -2% | -$5.48K | 0.45% | 101 |
|
|
2023
Q4 | $229K | Buy |
+8,284
| New | +$229K | 0.23% | 81 |
|