Lodestar Private Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $624K | Buy |
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|
2025
Q4 | $491K | Sell |
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|
2025
Q3 | $493K | Buy |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $312K | Buy |
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