TD Capital Management’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 | $147K | Buy |
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|
2025
Q2 | $135K | Buy |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $139K | Buy |
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|
2024
Q3 | $139K | Buy |
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|
2024
Q2 | $127K | Hold |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q3 | $61.9K | Sell |
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|
2023
Q2 | $71.4K | Buy |
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|
2023
Q1 | $68.6K | Buy |
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|
2022
Q4 | $65.7K | Buy |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $8K | Buy |
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