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Sonora Investment Management Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sonora Investment Management Group’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
Q3 		$229K Buy
7,358
+75
+1% +$2.28K 0.02% 253
2025
Q2 		$209K Sell
7,283
-1,319
-15% -$35.8K 0.02% 269
2025
Q1 		$236K Sell
8,602
-484
-5% -$14.2K 0.02% 245
2024
Q4 		$270K Buy
+9,086
New +$278K 0.02% 229
2023
Q1 		– Sell
-15,536
Closed -$363K – 277
2022
Q4 		$363K Buy
+15,536
New +$366K 0.03% 184

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Sonora Investment Management Group's FNDA Position: Q3 2025 in Review

Sonora Investment Management Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1% in Q3 2025, buying an estimated $2.28K and bringing the position to 7,358 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #253.

Sonora Investment Management Group first reported a position in FNDA in Q4 2022 and has held it in 5 quarters since. The position peaked at $363K in Q4 2022. 447 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

  • Sonora Investment Management Group held 7,358 shares of Schwab Fundamental US Small Company Index ETF worth $229K as of Q3 2025.
  • Sonora Investment Management Group bought 75 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $2.28K.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #253 holding.
  • Sonora Investment Management Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 5 quarters since.
  • Sonora Investment Management Group's Schwab Fundamental US Small Company Index ETF position peaked at $363K in Q4 2022.
  • 447 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.