Tandem Capital Management’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 | $538K | Sell |
18,790
-260
| -1% | -$7.45K | 0.27% | 77 |
|
|
2025
Q1 | $522K | Sell |
19,050
-2,860
| -13% | -$78.3K | 0.29% | 76 |
|
|
2024
Q4 | $651K | Buy |
21,910
+100
| +0.5% | +$2.97K | 0.35% | 74 |
|
|
2024
Q3 | $650K | Hold |
21,810
| – | – | 0.34% | 71 |
|
|
2024
Q2 | $592K | Sell |
21,810
-640
| -3% | -$17.4K | 0.32% | 76 |
|
|
2024
Q1 | $640K | Hold |
22,450
| – | – | 0.36% | 72 |
|
|
2023
Q4 | $621K | Hold |
22,450
| – | – | 0.39% | 67 |
|
|
2023
Q3 | $544K | Hold |
22,450
| – | – | 0.37% | 67 |
|
|
2023
Q2 | $566K | Hold |
22,450
| – | – | 0.37% | 68 |
|
|
2023
Q1 | $546K | Sell |
22,450
-250
| -1% | -$6.08K | 0.38% | 63 |
|
|
2022
Q4 | $530K | Buy |
+22,700
| New | +$530K | 0.42% | 59 |
|