Investors Research Corp’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 | $2.29K | Hold |
80
| – | – | ﹤0.01% | 829 |
|
|
2025
Q1 | $2.19K | Hold |
80
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $2.38K | Hold |
80
| – | – | ﹤0.01% | 842 |
|
|
2024
Q3 | $2.38K | Hold |
80
| – | – | ﹤0.01% | 872 |
|
|
2024
Q2 | $2.2K | Hold |
80
| – | – | ﹤0.01% | 929 |
|
|
2024
Q1 | $2.28K | Sell |
80
-632
| -89% | -$18K | ﹤0.01% | 903 |
|
|
2023
Q4 | $19.7K | Sell |
712
-60
| -8% | -$1.66K | ﹤0.01% | 636 |
|
|
2023
Q3 | $18.7K | Hold |
772
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $19.5K | Hold |
772
| – | – | ﹤0.01% | 667 |
|
|
2023
Q1 | $18.8K | Buy |
772
+48
| +7% | +$1.17K | ﹤0.01% | 684 |
|
|
2022
Q4 | $16.9K | Hold |
724
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $15K | Hold |
724
| – | – | ﹤0.01% | 694 |
|
|
2022
Q2 | $16K | Buy |
724
+60
| +9% | +$1.33K | ﹤0.01% | 690 |
|
|
2022
Q1 | $18K | Hold |
664
| – | – | 0.01% | 672 |
|
|
2021
Q4 | $18K | Hold |
664
| – | – | 0.01% | 681 |
|
|
2021
Q3 | $17K | Buy |
+664
| New | +$17K | 0.01% | 698 |
|