MWM
MBE Wealth Management’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
Q1 | – | Sell |
-7,026
| Closed | -$209K | – | 123 |
|
|
2024
Q4 | $209K | Buy |
7,026
+2,306
| +49% | +$68.5K | 0.12% | 94 |
|
|
2024
Q3 | $281K | Buy |
4,720
+317
| +7% | +$18.9K | 0.16% | 72 |
|
|
2024
Q2 | $242K | Buy |
4,403
+98
| +2% | +$5.38K | 0.15% | 75 |
|
|
2024
Q1 | $246K | Buy |
+4,305
| New | +$246K | 0.15% | 74 |
|