EWM
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,565
Closed -$426K – 412
2025
Q1 		$426K Hold
15,565
– – 0.01% 286
2024
Q4 		$462K Buy
+15,565
New +$462K 0.01% 286