SIMG
Sonora Investment Management Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
7,283
-1,319
| -15% | -$37.8K | 0.02% | 269 |
|
|
2025
Q1 | $236K | Sell |
8,602
-484
| -5% | -$13.3K | 0.02% | 245 |
|
|
2024
Q4 | $270K | Buy |
+9,086
| New | +$270K | 0.02% | 229 |
|
|
2023
Q1 | – | Sell |
-7,768
| Closed | -$363K | – | 277 |
|
|
2022
Q4 | $363K | Buy |
+7,768
| New | +$363K | 0.03% | 184 |
|