Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $179K | Sell |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $134K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $102K | Buy |
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|
2019
Q3 | $22K | Buy |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Hold |
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|
2018
Q2 | $15K | Buy |
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