Sequoia Financial Advisors’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 | $1.69M | Sell |
58,927
-4,614
| -7% | -$132K | 0.01% | 512 |
|
|
2025
Q1 | $1.74M | Buy |
63,541
+7,651
| +14% | +$210K | 0.01% | 465 |
|
|
2024
Q4 | $1.66M | Sell |
55,890
-240
| -0.4% | -$7.13K | 0.02% | 453 |
|
|
2024
Q3 | $1.67M | Buy |
56,130
+10,096
| +22% | +$301K | 0.02% | 409 |
|
|
2024
Q2 | $1.26M | Buy |
46,034
+742
| +2% | +$20.4K | 0.02% | 427 |
|
|
2024
Q1 | $1.29M | Buy |
45,292
+1,312
| +3% | +$37.4K | 0.02% | 417 |
|
|
2023
Q4 | $1.22M | Buy |
43,980
+5,366
| +14% | +$149K | 0.02% | 471 |
|
|
2023
Q3 | $936K | Buy |
38,614
+1,366
| +4% | +$33.1K | 0.02% | 356 |
|
|
2023
Q2 | $940K | Buy |
37,248
+24,440
| +191% | +$617K | 0.02% | 357 |
|
|
2023
Q1 | $312K | Buy |
12,808
+3,740
| +41% | +$91K | 0.01% | 610 |
|
|
2022
Q4 | $212K | Buy |
+9,068
| New | +$212K | 0.01% | 715 |
|