Nations Financial Group’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	10,346 -173	-2%	-$4.96K	0.02%	564
2025 Q1	$288K	Buy	10,519 +61	+0.6%	+$1.67K	0.02%	544
2024 Q4	$311K	Sell	10,458 -452	-4%	-$13.4K	0.02%	544
2024 Q3	$325K	Buy	10,910 +1,464	+15%	+$43.6K	0.02%	548
2024 Q2	$259K	Buy	+9,446	New	+$259K	0.02%	559