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Revolve Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Revolve Wealth Partners’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,230
Closed -$253K – 231
2025
Q1 		$253K Buy
9,230
+594
+7% +$17.4K 0.04% 179
2024
Q4 		$256K Buy
+8,636
New +$264K 0.04% 183

Other funds holding FNDA

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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Revolve Wealth Partners's FNDA Position: Q2 2025 in Review

Revolve Wealth Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2025, closing a stake of 9,230 shares — an estimated $253K sold.

Revolve Wealth Partners first reported a position in FNDA in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 425 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • Revolve Wealth Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Revolve Wealth Partners sold 9,230 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $253K.
  • Revolve Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and held it in 2 quarters.
  • Revolve Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $256K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Revolve Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.