Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $963K | Sell |
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|
2023
Q3 | $948K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $681K | Buy |
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|
2021
Q3 | $624K | Sell |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $602K | Sell |
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|
2020
Q4 | $850K | Buy |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $266K | Buy |
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