Sebold Capital Management’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 | $4.65M | Buy |
162,144
+4,158
| +3% | +$119K | 2.86% | 8 |
|
|
2025
Q1 | $4.33M | Buy |
157,986
+7,576
| +5% | +$208K | 2.84% | 9 |
|
|
2024
Q4 | $4.47M | Buy |
150,410
+920
| +0.6% | +$27.3K | 2.99% | 10 |
|
|
2024
Q3 | $4.45M | Buy |
149,490
+554
| +0.4% | +$16.5K | 2.93% | 10 |
|
|
2024
Q2 | $4.09M | Buy |
148,936
+6,142
| +4% | +$169K | 2.82% | 10 |
|
|
2024
Q1 | $4.07M | Buy |
142,794
+11,118
| +8% | +$317K | 2.75% | 10 |
|
|
2023
Q4 | $3.64M | Buy |
131,676
+72,986
| +124% | +$2.02M | 2.69% | 13 |
|
|
2023
Q3 | $1.42M | Buy |
58,690
+230
| +0.4% | +$5.58K | 1.16% | 22 |
|
|
2023
Q2 | $1.47M | Sell |
58,460
-6,436
| -10% | -$162K | 1.18% | 23 |
|
|
2023
Q1 | $1.58M | Sell |
64,896
-1,992
| -3% | -$48.5K | 1.25% | 21 |
|
|
2022
Q4 | $1.56M | Buy |
+66,888
| New | +$1.56M | 1.28% | 22 |
|