Independent Advisor Alliance’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
Q2
$296K Sell
10,334
-114
-1% -$3.27K 0.01% 724
2025
Q1
$286K Sell
10,448
-1,507
-13% -$41.3K 0.01% 665
2024
Q4
$355K Buy
+11,955
New +$355K ﹤0.01% 1067
2020
Q1
Sell
-13,882
Closed -$279K 535
2019
Q4
$279K Buy
+13,882
New +$279K 0.01% 700