Salomon & Ludwin’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 | $29K | Buy |
982
+516
| +111% | +$15.3K | ﹤0.01% | 335 |
|
|
2025
Q1 | $12.8K | Hold |
466
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $13.8K | Buy |
466
+102
| +28% | +$3.03K | ﹤0.01% | 408 |
|
|
2024
Q3 | $10.8K | Hold |
364
| – | – | ﹤0.01% | 444 |
|
|
2024
Q2 | $10K | Hold |
364
| – | – | ﹤0.01% | 448 |
|
|
2024
Q1 | $10.4K | Hold |
364
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $8.83K | Hold |
364
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $8.83K | Buy |
+364
| New | +$8.83K | ﹤0.01% | 509 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 251 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 185 |
|