Treybourne Wealth Planners’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
2021 Q2	$1.53M	Buy	56,216 +4,332	+8%	+$118K	0.95%	16
2021 Q1	$1.31M	Buy	51,884 +580	+1%	+$14.7K	0.91%	15
2020 Q4	$1.1M	Buy	+51,304	New	+$1.1M	0.79%	17