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Wingate Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wingate Wealth Advisors’s Portfolio FNDA Stock Details FNDA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$396K Buy
+13,824
New +$396K 0.35% 68
2025
Q1 		– Sell
-1,828
Closed -$54.3K – 208
2024
Q4 		$54.3K Buy
+1,828
New +$54.3K 0.05% 206