Capasso Planning Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,856	Closed	-$323K	–	114
2024 Q3	$323K	Buy	10,856 +1,042	+11%	+$31K	0.1%	117
2024 Q2	$269K	Buy	+9,814	New	+$269K	0.09%	120