CWM
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Congress Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Congress Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Sell
37,345
-1,117
-3% -$32K 0.01% 685
2025
Q1 		$1.06M Buy
+38,462
New +$1.06M 0.01% 620