Riverpoint Wealth Management Holdings’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
Q2 | $31.7M | Buy |
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|
2025
Q1 | $29.3M | Buy |
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|
2024
Q4 | $30.9M | Sell |
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|
2024
Q3 | $31.3M | Buy |
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|
2024
Q2 | $28.5M | Buy |
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|
2024
Q1 | $29.5M | Buy |
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|
2023
Q4 | $28.6M | Buy |
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|
2023
Q3 | $24.2M | Buy |
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|
2023
Q2 | $25.1M | Buy |
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|
2023
Q1 | $23.6M | Buy |
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|
2022
Q4 | $22.3M | Buy |
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|
2022
Q3 | $20.2M | Buy |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $24.5M | Buy |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $23.1M | Buy |
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|
2021
Q2 | $23.3M | Sell |
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|
2021
Q1 | $22.1M | Sell |
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|
2020
Q4 | $19.5M | Buy |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | $13.9M | Buy |
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|
2020
Q1 | $7.7M | Buy |
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|
2019
Q4 | $11.2M | Buy |
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|
2019
Q3 | $9.88M | Buy |
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|
2019
Q2 | $9.31M | Buy |
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|
2019
Q1 | $8.8M | Buy |
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|
2018
Q4 | $6.43M | Sell |
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|
2018
Q3 | $11M | Buy |
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|
2018
Q2 | $10.4M | Buy |
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|
2018
Q1 | $9.29M | Buy |
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|
2017
Q4 | $8.62M | Buy |
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|
2017
Q3 | $7.87M | Buy |
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|
2017
Q2 | $7.25M | Buy |
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|
2017
Q1 | $6.71M | Buy |
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|
2016
Q4 | $6.1M | Buy |
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