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Liberty Square Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.41M Buy
188,669
+60,517
+47% +$1.73M 1.87% 10
2025
Q1
$3.51M Buy
128,152
+20,831
+19% +$571K 1.34% 13
2024
Q4
$3.24M Buy
+107,321
New +$3.24M 1.18% 13