Sound Stewardship, LLC FNDA Holdings History
Sound Stewardship, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-06-30, Sound Stewardship, LLC held 293,443.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $8.41 Mil. This investment constitutes 4.34% of their stock portfolio, and Sound Stewardship, LLC now holds 0.1% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2022Q4. And since then Sound Stewardship, LLC has made 8 purchases of FNDA, at an average price of $36.99, for a total of 295,825.00 shares. In addition, there have been 2 sales at an average price of $32.26 for 2,382.00 shares. Based on historical transaction data and FNDA's current price of $30.13, Sound Stewardship, LLC's estimated gain on his FNDA holdings is $-2.02 Mil, reflecting a -18.49% gain to date.
Sound Stewardship, LLC FNDA ($30.13) Holding Chart
Sound Stewardship, LLC FNDA ($30.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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