Prospera Financial Services’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 | $353K | Buy |
12,305
+17
| +0.1% | +$487 | 0.01% | 1038 |
|
|
2025
Q1 | $337K | Sell |
12,288
-18
| -0.1% | -$493 | 0.01% | 941 |
|
|
2024
Q4 | $366K | Buy |
12,306
+176
| +1% | +$5.23K | 0.01% | 850 |
|
|
2024
Q3 | $361K | Buy |
12,130
+2,626
| +28% | +$78.2K | 0.01% | 849 |
|
|
2024
Q2 | $261K | Buy |
9,504
+742
| +8% | +$20.4K | 0.01% | 972 |
|
|
2024
Q1 | $250K | Buy |
8,762
+2
| +0% | +$57 | 0.01% | 967 |
|
|
2023
Q4 | $242K | Buy |
+8,760
| New | +$242K | 0.01% | 925 |
|
|
2022
Q2 | – | Sell |
-54
| Closed | -$1K | – | 1962 |
|
|
2022
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 2599 |
|