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Bordeaux Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bordeaux Wealth Advisors’s Portfolio FNDA Stock Details FNDA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,372
Closed -$229K – 164
2025
Q1 		$229K Buy
8,372
+1,068
+15% +$29.3K 0.04% 141
2024
Q4 		$217K Buy
+7,304
New +$217K 0.03% 146