MHR
Matthew Hamilton Rosenberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 841 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 827 |
|
|
2023
Q2 | – | Sell |
-78
| Closed | -$3.8K | – | 968 |
|
|
2023
Q1 | $3.8K | Hold |
78
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $3.64K | Hold |
78
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 748 |
|
|
2022
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 710 |
|
|
2022
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 660 |
|
|
2021
Q3 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 640 |
|