LWA
Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-131
| Closed | -$7.47K | – | 316 |
|
|
2024
Q1 | $7.47K | Hold |
131
| – | – | ﹤0.01% | 227 |
|
|
2023
Q4 | $7.25K | Hold |
131
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $6.35K | Hold |
131
| – | – | ﹤0.01% | 227 |
|
|
2023
Q2 | $6.61K | Hold |
131
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $6.38K | Hold |
131
| – | – | ﹤0.01% | 240 |
|
|
2022
Q4 | $6.12K | Hold |
131
| – | – | ﹤0.01% | 247 |
|
|
2022
Q3 | $6K | Hold |
131
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 216 |
|
|
2022
Q1 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 221 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$1K | – | 266 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 245 |
|
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 268 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 269 |
|
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 259 |
|
|
2019
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 271 |
|
|
2019
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 272 |
|
|
2018
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 231 |
|
|
2018
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 269 |
|