Rothschild Investment LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802 | Hold |
28
| – | – | ﹤0.01% | 2573 |
|
|
2025
Q1 | $767 | Hold |
28
| – | – | ﹤0.01% | 2478 |
|
|
2024
Q4 | $832 | Hold |
28
| – | – | ﹤0.01% | 2322 |
|
|
2024
Q3 | $834 | Hold |
28
| – | – | ﹤0.01% | 2288 |
|
|
2024
Q2 | $769 | Hold |
28
| – | – | ﹤0.01% | 1799 |
|
|
2024
Q1 | $798 | Hold |
28
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q4 | $775 | Buy |
+28
| New | +$775 | ﹤0.01% | 1209 |
|