Tempus Wealth Planning’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
Q4 | $602K | Buy |
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|
2025
Q3 | $576K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $433K | Buy |
|
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $443K | Sell |
|
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $267K | Buy |
|