Johnson Financial Group Inc (Wisconsin)’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 | $165K | Buy |
5,758
+18
| +0.3% | +$516 | 0.01% | 328 |
|
|
2025
Q1 | $157K | Hold |
5,740
| – | – | 0.01% | 398 |
|
|
2024
Q4 | $175K | Buy |
+5,740
| New | +$175K | 0.01% | 309 |
|
|
2024
Q1 | – | Sell |
-914
| Closed | -$25.3K | – | 858 |
|
|
2023
Q4 | $25.3K | Buy |
914
+628
| +220% | +$17.4K | ﹤0.01% | 518 |
|
|
2023
Q3 | $6.94K | Sell |
286
-236
| -45% | -$5.72K | ﹤0.01% | 550 |
|
|
2023
Q2 | $13.2K | Buy |
+522
| New | +$13.2K | ﹤0.01% | 527 |
|