OneAscent Wealth Management’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 | $274K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $502K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $666K | Sell |
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|
2022
Q1 | $853K | Buy |
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