Red Tortoise LLC’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 | $149K | Buy |
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|
2025
Q2 | $136K | Buy |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | $183K | Sell |
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|
2024
Q1 | $190K | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $189K | Buy |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $172K | Buy |
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|
2022
Q4 | $165K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $158K | Buy |
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