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TownSquare Capital’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

TownSquare Capital’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
-10,076
Closed -$276K – 959
2025
Q1 		$276K Buy
+10,076
New +$295K ﹤0.01% 1386

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SCM
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CGL
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PC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TownSquare Capital's FNDA Position: Q2 2025 in Review

TownSquare Capital sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2025, closing a stake of 10,076 shares — an estimated $276K sold.

TownSquare Capital first reported a position in FNDA in Q1 2025 and held it in 1 quarter. The position peaked at $276K in Q1 2025. 424 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • TownSquare Capital reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 10,076 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $276K.
  • TownSquare Capital first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and held it in 1 quarter.
  • TownSquare Capital's Schwab Fundamental US Small Company Index ETF position peaked at $276K in Q1 2025.
  • 424 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.