Key Financial Inc’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 | $16.8K | Hold |
587
| – | – | ﹤0.01% | 728 |
|
|
2025
Q1 | $16.1K | Buy |
587
+307
| +110% | +$8.41K | ﹤0.01% | 714 |
|
|
2024
Q4 | $8.32K | Hold |
280
| – | – | ﹤0.01% | 854 |
|
|
2024
Q3 | $8.34K | Hold |
280
| – | – | ﹤0.01% | 842 |
|
|
2024
Q2 | $7.69K | Hold |
280
| – | – | ﹤0.01% | 843 |
|
|
2024
Q1 | $7.98K | Hold |
280
| – | – | ﹤0.01% | 818 |
|
|
2023
Q4 | $7.75K | Hold |
280
| – | – | ﹤0.01% | 805 |
|
|
2023
Q3 | $6.79K | Hold |
280
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $7.06K | Hold |
280
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $6.81K | Hold |
280
| – | – | ﹤0.01% | 759 |
|
|
2022
Q4 | $5.95K | Hold |
280
| – | – | ﹤0.01% | 754 |
|
|
2022
Q3 | $6K | Hold |
280
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $6K | Hold |
280
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $7K | Hold |
280
| – | – | ﹤0.01% | 713 |
|
|
2021
Q4 | $8K | Hold |
280
| – | – | ﹤0.01% | 626 |
|
|
2021
Q3 | $7K | Hold |
280
| – | – | ﹤0.01% | 646 |
|
|
2021
Q2 | $7K | Buy |
+280
| New | +$7K | ﹤0.01% | 634 |
|