Vishria Bird 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
Sell
-18,768
Closed -$514K 92
2025
Q1
$514K Hold
18,768
0.17% 53
2024
Q4
$557K Hold
18,768
0.2% 53
2024
Q3
$559K Buy
+18,768
New +$559K 0.21% 52