EnRich Financial 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
2025 Q1	–	Sell	-158	Closed	-$4.69K	–	114
2024 Q4	$4.69K	Hold	158	–	–	﹤0.01%	198
2024 Q3	$4.71K	Hold	158	–	–	﹤0.01%	198
2024 Q2	$4.34K	Buy	+158	New	+$4.34K	﹤0.01%	210