Morling Financial Advisors’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
Q1
Sell
-1,600
Closed -$47.5K 128
2024
Q4
$47.5K Hold
1,600
0.02% 94
2024
Q3
$47.7K Buy
+1,600
New +$47.7K 0.02% 84