Madison Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.22M | Buy |
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|
2023
Q2 | $8.07M | Buy |
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|
2023
Q1 | $7.53M | Buy |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $4.7M | Buy |
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|
2022
Q2 | $3.82M | Buy |
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|
2022
Q1 | $4.43M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.38M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $703K | Buy |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $396K | Sell |
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|
2019
Q4 | $2.09M | Buy |
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