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

Evercore Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$426K	Hold
2024 Q4	$462K	Buy