Evergreen Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Sell
2025
Q2
$455K Buy
2025
Q1
$435K Buy
2024
Q4
$471K Sell
2024
Q3
$621K Buy
2024
Q2
$575K Hold
2024
Q1
$594K Buy
2023
Q4
$577K Buy
2023
Q3
$410K Buy
2023
Q2
$317K Buy