Yoder 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
$2.2M Sell
2025
Q1
$2.11M Sell
2024
Q4
$2.29M Sell
2024
Q3
$2.32M Sell
2024
Q2
$2.14M Hold
2024
Q1
$2.22M Buy
2023
Q4
$2.14M Sell
2023
Q3
$1.89M Buy
2023
Q2
$1.82M Sell
2023
Q1
$1.8M Buy