Moller Wealth Partners’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 | $38.5M | Sell |
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|
2025
Q2 | $36.8M | Buy |
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|
2025
Q1 | $30.5M | Buy |
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|
2024
Q4 | $29.7M | Sell |
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|
2024
Q3 | $31.5M | Sell |
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|
2024
Q2 | $29.2M | Buy |
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|
2024
Q1 | $30.1M | Sell |
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|
2023
Q4 | $29.4M | Buy |
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|
2023
Q3 | $24.9M | Sell |
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|
2023
Q2 | $26.1M | Buy |
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|
2023
Q1 | $24.2M | Buy |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $19.7M | Sell |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $23.3M | Buy |
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|
2021
Q4 | $22.9M | Sell |
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|
2021
Q3 | $21.8M | Buy |
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|
2021
Q2 | $21.9M | Buy |
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|
2021
Q1 | $20.2M | Buy |
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|
2020
Q4 | $15.4M | Sell |
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|
2020
Q3 | $13M | Sell |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $10.5M | Buy |
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|
2019
Q4 | $7.75M | Buy |
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|
2019
Q3 | $5.86M | Buy |
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|
2019
Q2 | $3.59M | Buy |
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|
2019
Q1 | $661K | Buy |
|