Spire 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
Q3 | $16.3K | Hold |
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|
2025
Q2 | $15K | Buy |
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|
2025
Q1 | $9.81K | Hold |
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|
2024
Q4 | $10.6K | Hold |
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|
2024
Q3 | $10.6K | Sell |
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|
2024
Q2 | $44.9K | Sell |
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|
2024
Q1 | $48.3K | Buy |
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|
2023
Q4 | $9.49K | Buy |
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|
2023
Q3 | $5.38K | Sell |
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|
2023
Q2 | $17K | Sell |
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|
2023
Q1 | $84.1K | Buy |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $99K | Sell |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $111K | Sell |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $35K | Buy |
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