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
2025
Q2
$432K Buy
2025
Q1
$385K Buy
2024
Q4
$417K Buy
2024
Q3
$406K Buy
2024
Q2
$359K Buy
2024
Q1
$357K Buy
2023
Q4
$339K Buy
2023
Q3
$297K Sell
2023
Q2
$312K Buy