Sprinkle Financial Consultants’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 | $234K | Sell |
8,159
-550
| -6% | -$15.8K | 0.14% | 78 |
|
|
2025
Q1 | $239K | Sell |
8,709
-369
| -4% | -$10.1K | 0.15% | 70 |
|
|
2024
Q4 | $270K | Buy |
9,078
+32
| +0.4% | +$951 | 0.18% | 64 |
|
|
2024
Q3 | $269K | Buy |
9,046
+56
| +0.6% | +$1.67K | 0.19% | 62 |
|
|
2024
Q2 | $247K | Sell |
8,990
-20
| -0.2% | -$549 | 0.19% | 61 |
|
|
2024
Q1 | $257K | Buy |
9,010
+22
| +0.2% | +$628 | 0.22% | 55 |
|
|
2023
Q4 | $249K | Buy |
+8,988
| New | +$249K | 0.25% | 53 |
|