Patriot Investment Management 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 | $304K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $129K | Buy |
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