Lido Advisors’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 | $1.8M | Buy |
62,796
+6,870
| +12% | +$197K | 0.01% | 568 |
|
|
2025
Q1 | $1.53M | Buy |
55,926
+3,637
| +7% | +$99.6K | 0.01% | 578 |
|
|
2024
Q4 | $1.55M | Buy |
52,289
+27,959
| +115% | +$830K | 0.01% | 555 |
|
|
2024
Q3 | $725K | Buy |
24,330
+16,310
| +203% | +$486K | ﹤0.01% | 754 |
|
|
2024
Q2 | $221K | Buy |
8,020
+870
| +12% | +$24K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $204K | Buy |
+7,150
| New | +$204K | ﹤0.01% | 1137 |
|