National Wealth Management Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,892
| Closed | -$205K | – | 158 |
|
|
2024
Q4 | $205K | Buy |
+6,892
| New | +$205K | 0.14% | 141 |
|
|
2024
Q3 | – | Sell |
-9,330
| Closed | -$256K | – | 153 |
|
|
2024
Q2 | $256K | Buy |
9,330
+48
| +0.5% | +$1.32K | 0.2% | 111 |
|
|
2024
Q1 | $265K | Buy |
9,282
+546
| +6% | +$15.6K | 0.21% | 116 |
|
|
2023
Q4 | $242K | Buy |
+8,736
| New | +$242K | 0.23% | 117 |
|