Capital Advisors Inc’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Capital Advisors Inc’s Portfolio FNDA Stock Details FNDA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$200K	Buy
2025 Q1	–	Sell
2024 Q4	$293K	Sell
2024 Q3	$313K	Buy
2024 Q2	$268K	Buy
2024 Q1	$276K	Buy