Capital Investment Advisors’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
2025 Q2	$313K	Sell	10,914 -1,297	-11%	-$37.2K	0.01%	558
2025 Q1	$334K	Buy	12,211 +4,387	+56%	+$120K	0.01%	520
2024 Q4	$232K	Buy	7,824 +584	+8%	+$17.3K	﹤0.01%	575
2024 Q3	$216K	Sell	7,240 -658	-8%	-$19.6K	﹤0.01%	604
2024 Q2	$217K	Buy	+7,898	New	+$217K	﹤0.01%	577