LPAM
Lodestar Private Asset Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
15,093
+1,051
| +7% | +$30.1K | 0.05% | 155 |
|
|
2025
Q1 | $385K | Buy |
14,042
+3
| +0% | +$82 | 0.05% | 159 |
|
|
2024
Q4 | $417K | Buy |
14,039
+7,220
| +106% | +$214K | 0.05% | 150 |
|
|
2024
Q3 | $406K | Buy |
6,819
+282
| +4% | +$16.8K | 0.05% | 156 |
|
|
2024
Q2 | $359K | Buy |
6,537
+284
| +5% | +$15.6K | 0.05% | 162 |
|
|
2024
Q1 | $357K | Buy |
6,253
+128
| +2% | +$7.3K | 0.05% | 158 |
|
|
2023
Q4 | $339K | Buy |
6,125
+3
| +0% | +$166 | 0.05% | 156 |
|
|
2023
Q3 | $297K | Sell |
6,122
-61
| -1% | -$2.96K | 0.05% | 153 |
|
|
2023
Q2 | $312K | Buy |
+6,183
| New | +$312K | 0.05% | 155 |
|