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Legacy Wealth Management (Idaho)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed -$384 – 794
2025
Q1 		$384 Buy
+14
New +$410 ﹤0.01% 725

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Legacy Wealth Management (Idaho)'s FNDA Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2025, closing a stake of 14 shares — an estimated $384 sold.

Legacy Wealth Management (Idaho) first reported a position in FNDA in Q1 2025 and held it in 1 quarter. The position peaked at $384 in Q1 2025. 424 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 14 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $384.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Schwab Fundamental US Small Company Index ETF position peaked at $384 in Q1 2025.
  • 424 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.