Opus Capital Group’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 | $535K | Buy |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $477K | Hold |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $437K | Sell |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $294K | Buy |
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|
2020
Q1 | $238K | Buy |
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