Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $696K | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $918K | Buy |
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|
2020
Q3 | $705K | Sell |
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|
2020
Q2 | $690K | Sell |
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|
2020
Q1 | $770K | Sell |
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|
2019
Q4 | $2.41M | Sell |
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|
2019
Q3 | $2.33M | Sell |
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|
2019
Q2 | $2.6M | Sell |
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|
2019
Q1 | $2.87M | Sell |
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|
2018
Q4 | $2.87M | Buy |
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|
2018
Q3 | $3.55M | Buy |
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|
2018
Q2 | $3.47M | Sell |
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|
2018
Q1 | $3.27M | Buy |
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|
2017
Q4 | $3.18M | Sell |
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|
2017
Q3 | $3.35M | Buy |
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|
2017
Q2 | $2.48M | Sell |
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|
2017
Q1 | $16.2M | Buy |
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|
2016
Q4 | $4.16M | Buy |
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