Red Door Wealth Management’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 | $439K | Buy |
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|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $529K | Buy |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $426K | Hold |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8K | Buy |
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