Key Financial Inc’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 | $18.4K | Hold |
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|
2025
Q2 | $16.8K | Hold |
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|
2025
Q1 | $16.1K | Buy |
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|
2024
Q4 | $8.32K | Hold |
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|
2024
Q3 | $8.34K | Hold |
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|
2024
Q2 | $7.69K | Hold |
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|
2024
Q1 | $7.98K | Hold |
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|
2023
Q4 | $7.75K | Hold |
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|
2023
Q3 | $6.79K | Hold |
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|
2023
Q2 | $7.06K | Hold |
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|
2023
Q1 | $6.81K | Hold |
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|
2022
Q4 | $5.95K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Buy |
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