KFS
Kaizen Financial Strategies’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
54,470
-643
| -1% | -$18.4K | 0.79% | 25 |
|
|
2025
Q1 | $1.51M | Sell |
55,113
-1,675
| -3% | -$45.9K | 0.87% | 24 |
|
|
2024
Q4 | $1.69M | Buy |
56,788
+29,212
| +106% | +$868K | 0.95% | 22 |
|
|
2024
Q3 | $1.64M | Buy |
27,576
+1,800
| +7% | +$107K | 0.95% | 22 |
|
|
2024
Q2 | $1.54M | Buy |
25,776
+474
| +2% | +$28.3K | 0.96% | 22 |
|
|
2024
Q1 | $1.44M | Buy |
25,302
+649
| +3% | +$37K | 0.98% | 21 |
|
|
2023
Q4 | $1.36M | Sell |
24,653
-736
| -3% | -$40.7K | 1.03% | 21 |
|
|
2023
Q3 | $1.23M | Buy |
+25,389
| New | +$1.23M | 1.04% | 21 |
|