United Capital Financial 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
Q2 | – | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $443K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.74M | Sell |
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|
2019
Q4 | $4.3M | Sell |
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|
2019
Q3 | $4.07M | Buy |
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|
2019
Q2 | $4.03M | Sell |
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|
2019
Q1 | $6.18M | Buy |
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|
2018
Q4 | $4.97M | Sell |
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|
2018
Q3 | $6.29M | Buy |
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|
2018
Q2 | $5.76M | Sell |
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|
2018
Q1 | $5.89M | Sell |
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|
2017
Q4 | $7.88M | Sell |
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|
2017
Q3 | $7.84M | Sell |
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|
2017
Q2 | $7.6M | Buy |
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|
2017
Q1 | $7.48M | Buy |
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|
2016
Q4 | $7.29M | Sell |
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|
2016
Q3 | $6.72M | Sell |
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|
2016
Q2 | $6.33M | Buy |
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|
2016
Q1 | $6.26M | Buy |
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|
2015
Q4 | $5.98M | Buy |
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|
2015
Q3 | $5.38M | Buy |
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|
2015
Q2 | $4.4M | Buy |
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