Tempus Wealth Planning’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 | $488K | Buy |
17,020
+1,203
| +8% | +$34.5K | 0.12% | 170 |
|
|
2025
Q1 | $433K | Buy |
15,817
+531
| +3% | +$14.5K | 0.13% | 162 |
|
|
2024
Q4 | $454K | Buy |
15,286
+416
| +3% | +$12.4K | 0.14% | 152 |
|
|
2024
Q3 | $443K | Sell |
14,870
-90
| -0.6% | -$2.68K | 0.16% | 135 |
|
|
2024
Q2 | $411K | Buy |
14,960
+586
| +4% | +$16.1K | 0.17% | 126 |
|
|
2024
Q1 | $410K | Buy |
14,374
+498
| +4% | +$14.2K | 0.18% | 128 |
|
|
2023
Q4 | $384K | Buy |
13,876
+1,490
| +12% | +$41.2K | 0.17% | 129 |
|
|
2023
Q3 | $300K | Buy |
12,386
+116
| +0.9% | +$2.81K | 0.15% | 125 |
|
|
2023
Q2 | $310K | Buy |
12,270
+1,298
| +12% | +$32.7K | 0.14% | 138 |
|
|
2023
Q1 | $267K | Buy |
+10,972
| New | +$267K | 0.13% | 136 |
|