Morris Financial Concepts’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
Q2 | $184K | Sell |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $235K | Sell |
|
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|
2024
Q2 | $217K | Sell |
|
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|
2024
Q1 | $252K | Sell |
|
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $270K | Sell |
|
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $273K | Hold |
|
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $345K | Buy |
|