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Litman Gregory Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Litman Gregory Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$179K Buy
2021
Q2 		– Sell
2021
Q1 		$127K Buy
2020
Q4 		$96K Hold
2020
Q3 		$74K Hold
2020
Q2 		$71K Hold
2020
Q1 		$58K Sell
2019
Q4 		$150K Buy