Werba Rubin Papier Wealth Management’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
Q2 | $520K | Hold |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $541K | Hold |
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|
2024
Q2 | $499K | Hold |
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|
2024
Q1 | $518K | Hold |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $423K | Buy |
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