SWM
FNDA icon

SVA Wealth Management’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
2019
Q1
Sell
-16,592
Closed -$545K 211
2018
Q4
$545K Sell
16,592
-19,613
-54% -$644K 0.06% 143
2018
Q3
$1.47M Sell
36,205
-77,688
-68% -$3.16M 0.15% 104
2018
Q2
$4.55M Buy
+113,893
New +$4.55M 0.49% 54