U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $260K | Sell |
|
|||||
|
2025
Q3 | $318K | Buy |
|
|||||
|
2025
Q2 | $291K | Sell |
|
|||||
|
2025
Q1 | $319K | Buy |
|
|||||
|
2024
Q4 | $342K | Buy |
|
|||||
|
2024
Q3 | $288K | Sell |
|
|||||
|
2024
Q2 | $270K | Sell |
|
|||||
|
2024
Q1 | $352K | Hold |
|
|||||
|
2023
Q4 | $341K | Buy |
|
|||||
|
2023
Q3 | $205K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $58.4K | Buy |
|