SeaCrest Wealth Management’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 | $310K | Sell |
|
|||||
|
2025
Q1 | $318K | Buy |
|
|||||
|
2024
Q4 | $344K | Sell |
|
|||||
|
2024
Q3 | $371K | Buy |
|
|||||
|
2024
Q2 | $306K | Sell |
|
|||||
|
2024
Q1 | $319K | Buy |
|
|||||
|
2023
Q4 | $298K | Buy |
|
|||||
|
2023
Q3 | $267K | Buy |
|
|||||
|
2023
Q2 | $277K | Buy |
|
|||||
|
2023
Q1 | $267K | Sell |
|
|||||
|
2022
Q4 | $266K | Buy |
|
|||||
|
2022
Q3 | $241K | Sell |
|
|||||
|
2022
Q2 | $270K | Buy |
|
|||||
|
2022
Q1 | $318K | Buy |
|
|||||
|
2021
Q4 | $288K | Buy |
|
|||||
|
2021
Q3 | $273K | Sell |
|
|||||
|
2021
Q2 | $287K | Sell |
|
|||||
|
2021
Q1 | $282K | Buy |
|
|||||
|
2020
Q4 | $238K | Sell |
|
|||||
|
2020
Q3 | $248K | Sell |
|
|||||
|
2020
Q2 | $286K | Sell |
|
|||||
|
2020
Q1 | $233K | Buy |
|
|||||
|
2019
Q4 | $341K | Sell |
|
|||||
|
2019
Q3 | $365K | Sell |
|
|||||
|
2019
Q2 | $384K | Buy |
|
|||||
|
2019
Q1 | $379K | Buy |
|
|||||
|
2018
Q4 | $282K | Buy |
|
|||||
|
2018
Q3 | $267K | Buy |
|
|||||
|
2018
Q2 | $99K | Buy |
|
|||||
|
2018
Q1 | $32K | Hold |
|
|||||
|
2017
Q4 | $33K | Buy |
|