Plante Moran Financial Advisors’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 | $89.6K | Hold |
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|
2025
Q2 | $82.3K | Hold |
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|
2025
Q1 | $78.7K | Hold |
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|
2024
Q4 | $85.4K | Hold |
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|
2024
Q3 | $85.6K | Hold |
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|
2024
Q2 | $78.9K | Sell |
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|
2024
Q1 | $87.3K | Sell |
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|
2023
Q4 | $108K | Buy |
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|
2023
Q3 | $69.7K | Buy |
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|
2023
Q2 | $66.3K | Hold |
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|
2023
Q1 | $64K | Sell |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $7K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $49K | Buy |
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