Retirement Group’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
Q1 | $90.7K | Hold |
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|
2023
Q4 | $88K | Hold |
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|
2023
Q3 | $77.1K | Sell |
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|
2023
Q2 | $82K | Sell |
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|
2023
Q1 | $85K | Sell |
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|
2022
Q4 | $83K | Sell |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $776K | Sell |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $556K | Buy |
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|
2020
Q4 | $458K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2019
Q4 | $90K | Buy |
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