KWA
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Kingswood Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Kingswood Wealth Advisors’s Portfolio FNDC Stock Details FNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$682K Buy
16,215
+1,045
+7% +$43.9K 0.05% 341
2025
Q1 		$549K Buy
15,170
+250
+2% +$9.05K 0.05% 367
2024
Q4 		$509K Buy
+14,920
New +$509K 0.04% 437