Symphony Financial’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
$263K Sell
29
-18,315
-100% -$166M 0.03% 216
2025
Q1
$524K Buy
18,344
+9,172
+100% +$262K 0.31% 57
2024
Q4
$272K Buy
+9,172
New +$272K 0.04% 189