LBMC Investment Advisors’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 | $681K | Hold |
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|
2025
Q2 | $626K | Hold |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $792K | Hold |
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|
2024
Q3 | $794K | Hold |
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|
2024
Q2 | $732K | Hold |
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|
2024
Q1 | $760K | Hold |
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|
2023
Q4 | $738K | Hold |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $685K | Hold |
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|
2023
Q1 | $661K | Hold |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $556 | Sell |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $308K | Hold |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $366K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $319K | Hold |
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|
2018
Q3 | $396K | Hold |
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|
2018
Q2 | $388K | Buy |
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