Wilkins Miller Wealth Management’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
-8,213
Closed -$225K 91
2025
Q1
$225K Buy
8,213
+16
+0.2% +$438 0.17% 77
2024
Q4
$243K Buy
+8,197
New +$243K 0.25% 63