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
Q2
$488K Buy
2025
Q1
$433K Buy
2024
Q4
$454K Buy
2024
Q3
$443K Sell
2024
Q2
$411K Buy
2024
Q1
$410K Buy
2023
Q4
$384K Buy
2023
Q3
$300K Buy
2023
Q2
$310K Buy
2023
Q1
$267K Buy