Main Street Financial Solutions’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
52,094
-48,621
| -48% | -$1.39M | 0.11% | 168 |
|
|
2025
Q1 | $2.76M | Buy |
+100,715
| New | +$2.76M | 0.24% | 93 |
|
|
2024
Q4 | – | Sell |
-126,430
| Closed | -$3.77M | – | 498 |
|
|
2024
Q3 | $3.77M | Buy |
126,430
+45,780
| +57% | +$1.36M | 0.35% | 55 |
|
|
2024
Q2 | $2.21M | Buy |
80,650
+41,524
| +106% | +$1.14M | 0.21% | 97 |
|
|
2024
Q1 | $1.12M | Buy |
+39,126
| New | +$1.12M | 0.12% | 159 |
|