Kaizen Financial Strategies’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
Q2
$1.56M Sell
2025
Q1
$1.51M Sell
2024
Q4
$1.69M Buy
2024
Q3
$1.64M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.44M Buy
2023
Q4
$1.36M Sell
2023
Q3
$1.23M Buy