Strategic Wealth Partners’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 | $7.91K | Buy |
+276
| New | +$7.91K | ﹤0.01% | 822 |
|
|
2022
Q2 | – | Sell |
-7,700
| Closed | -$206K | – | 258 |
|
|
2022
Q1 | $206K | Hold |
7,700
| – | – | 0.04% | 241 |
|
|
2021
Q4 | $214K | Hold |
7,700
| – | – | 0.04% | 264 |
|
|
2021
Q3 | $203K | Buy |
+7,700
| New | +$203K | 0.06% | 227 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | – | – | 741 |
|
|
2019
Q2 | $0 | Buy |
+28
| New | – | ﹤0.01% | 761 |
|