Pacific Capital Wealth 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	-1,268	Closed	-$37.7K	–	190
2024 Q4	$37.7K	Hold	1,268	–	–	0.01%	171
2024 Q3	$37.8K	Hold	1,268	–	–	0.01%	181
2024 Q2	$34.8K	Sell	1,268 -282	-18%	-$7.74K	0.01%	187
2024 Q1	$44.2K	Hold	1,550	–	–	0.01%	144
2023 Q4	$42.9K	Buy	+1,550	New	+$42.9K	0.01%	144