Wade Financial Advisory’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
Q1 | $383K | Hold |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $384K | Hold |
|
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|
2024
Q1 | $399K | Sell |
|
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|
2023
Q4 | $501K | Hold |
|
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $429K | Buy |
|
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $348K | Buy |
|