LPL Financial’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
Q3 | $13.4M | Buy |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $9.73M | Sell |
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|
2024
Q2 | $9.21M | Buy |
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|
2024
Q1 | $8.61M | Buy |
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|
2023
Q4 | $5.38M | Buy |
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|
2023
Q3 | $4.35M | Buy |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $4.09M | Buy |
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|
2022
Q4 | $3.22M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $732K | Buy |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $609K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $908K | Buy |
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|
2019
Q2 | $765K | Buy |
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|
2019
Q1 | $728K | Sell |
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|
2018
Q4 | $690K | Buy |
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|
2018
Q3 | $653K | Buy |
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|
2018
Q2 | $557K | Sell |
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|
2018
Q1 | $598K | Buy |
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|
2017
Q4 | $360K | Buy |
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|
2017
Q3 | $341K | Buy |
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $278K | Sell |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $383K | Buy |
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