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Falcon Wealth Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Falcon Wealth Planning’s Portfolio FNDA Stock Details FNDA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,619
Closed -$209K – 179
2025
Q1 		$209K Buy
7,619
+12
+0.2% +$329 0.02% 159
2024
Q4 		$226K Buy
+7,607
New +$226K 0.03% 151