Rappaport Reiches Capital Management’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
Q1 | – | Sell |
-7,000
| Closed | -$208K | – | 126 |
|
|
2024
Q4 | $208K | Hold |
7,000
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $208K | Buy |
+7,000
| New | +$208K | 0.06% | 109 |
|
|
2023
Q4 | – | Sell |
-9,000
| Closed | -$218K | – | 85 |
|
|
2023
Q3 | $218K | Sell |
9,000
-132
| -1% | -$3.2K | 0.09% | 68 |
|
|
2023
Q2 | $230K | Buy |
9,132
+132
| +1% | +$3.33K | 0.1% | 70 |
|
|
2023
Q1 | $219K | Hold |
9,000
| – | – | 0.1% | 75 |
|
|
2022
Q4 | $210K | Buy |
+9,000
| New | +$210K | 0.1% | 74 |
|