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Root Financial Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Root Financial Partners’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,806
Closed -$351K – 260
2025
Q1 		$351K Buy
12,806
+5,381
+72% +$147K 0.04% 141
2024
Q4 		$221K Buy
+7,425
New +$221K 0.03% 192