Wedmont Private Capital’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
15,998
+277
| +2% | +$8.23K | 0.02% | 445 |
|
|
2025
Q1 | $395K | Buy |
15,721
+3,414
| +28% | +$85.9K | 0.02% | 440 |
|
|
2024
Q4 | $359K | Buy |
12,307
+1
| +0% | +$29 | 0.02% | 484 |
|
|
2024
Q3 | $361K | Hold |
12,306
| – | – | 0.02% | 461 |
|
|
2024
Q2 | $350K | Buy |
12,306
+234
| +2% | +$6.66K | 0.02% | 445 |
|
|
2024
Q1 | $340K | Buy |
12,072
+314
| +3% | +$8.84K | 0.02% | 424 |
|
|
2023
Q4 | $318K | Hold |
11,758
| – | – | 0.03% | 412 |
|
|
2023
Q3 | $281K | Buy |
+11,758
| New | +$281K | 0.03% | 399 |
|