Principal Securities’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.6K | Sell |
2,850
-584
| -17% | -$16.7K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $102K | Hold |
3,434
| – | – | ﹤0.01% | 1433 |
|
|
2024
Q4 | $102K | Buy |
3,434
+968
| +39% | +$28.7K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $73.4K | Buy |
2,466
+1,344
| +120% | +$40K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $30.8K | Buy |
1,122
+310
| +38% | +$8.52K | ﹤0.01% | 1845 |
|
|
2024
Q1 | $23.2K | Sell |
812
-194
| -19% | -$5.54K | ﹤0.01% | 1931 |
|
|
2023
Q4 | $27.9K | Buy |
+1,006
| New | +$27.9K | ﹤0.01% | 1754 |
|