Brightwater Advisory’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
$4.23M Sell
2025
Q1
$4.1M Sell
2024
Q4
$4.54M Sell
2024
Q3
$4.8M Sell
2024
Q2
$4.61M Sell
2024
Q1
$4.92M Buy