Stifel Financial’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 | $866K | Sell |
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|
2025
Q2 | $816K | Buy |
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|
2025
Q1 | $706K | Sell |
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|
2024
Q4 | $851K | Buy |
|
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|
2024
Q3 | $776K | Sell |
|
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|
2024
Q2 | $4.68M | Buy |
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|
2024
Q1 | $4.7M | Buy |
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|
2023
Q4 | $4.32M | Buy |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.9M | Buy |
|
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.71M | Buy |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $381K | Buy |
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