Mutual Advisors’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 | $867K | Buy |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $749K | Buy |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $325K | Buy |
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