RDFA
Ritter Daniher Financial Advisory’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,140
| Closed | -$55.5K | – | 336 |
|
|
2023
Q1 | $55.5K | Buy |
+1,140
| New | +$55.5K | 0.02% | 128 |
|
|
2022
Q4 | – | Sell |
-51
| Closed | -$2K | – | 298 |
|
|
2022
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 220 |
|
|
2022
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 220 |
|
|
2022
Q1 | $3K | Sell |
51
-40
| -44% | -$2.35K | ﹤0.01% | 211 |
|
|
2021
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 187 |
|