Pennsylvania Capital 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
Q3 | – | Sell |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $276K | Buy |
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