Larson Financial Group’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 | $428K | Sell |
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|
2025
Q2 | $516K | Buy |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $24K | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $88.3K | Buy |
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|
2023
Q2 | $14.8K | Sell |
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|
2023
Q1 | $53.5K | Buy |
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|
2022
Q4 | $51.2K | Buy |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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