Orion Portfolio Solutions’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
Q1
$1.95M Sell
2024
Q4
$2.52M Sell
2024
Q3
$2.61M Sell
2024
Q2
$2.79M Sell
2024
Q1
$2.92M Sell
2023
Q4
$2.88M Sell
2023
Q3
$5.65M Sell
2023
Q2
$10.3M Buy
2023
Q1
$5.46M Buy
2022
Q4
$976K Buy
2022
Q3
$479K Buy
2022
Q2
$386K Sell
2022
Q1
$510K Sell
2021
Q4
$695K Buy
2021
Q3
$611K Sell
2021
Q2
$769K Buy
2021
Q1
$567K Sell
2020
Q4
$552K Buy
2020
Q3
$308K Sell
2020
Q2
$348K Buy
2020
Q1
$23K Sell
2019
Q4
$199K Buy