Kestra Advisory Services’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
Q3 | $320K | Sell |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $219K | Sell |
|
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|
2024
Q3 | $2.41M | Sell |
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $952K | Buy |
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|
2023
Q3 | $603K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $1.86M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.72M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.78M | Buy |
|