Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $688K | Sell |
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|
2020
Q3 | $2.55M | Buy |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $2.54M | Sell |
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|
2019
Q4 | $6.64M | Buy |
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|
2019
Q3 | $6.2M | Sell |
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|
2019
Q2 | $6.27M | Buy |
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|
2019
Q1 | $6.1M | Buy |
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|
2018
Q4 | $5.14M | Buy |
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|
2018
Q3 | $5.48M | Sell |
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|
2018
Q2 | $5.39M | Buy |
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|
2018
Q1 | $4.24M | Buy |
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|
2017
Q4 | $2.52M | Buy |
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