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Vishria Bird Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Vishria Bird Financial 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
Q2 		– Sell
-18,768
Closed -$514K – 92
2025
Q1 		$514K Hold
18,768
– – 0.17% 53
2024
Q4 		$557K Hold
18,768
– – 0.2% 53
2024
Q3 		$559K Buy
+18,768
New +$539K 0.21% 52

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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 $346M AUM 14.13% 1-Year Est. Return
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

Vishria Bird Financial Group's FNDA Position: Q2 2025 in Review

Vishria Bird Financial Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2025, closing a stake of 18,768 shares — an estimated $514K sold.

Vishria Bird Financial Group first reported a position in FNDA in Q3 2024 and held it in 3 quarters. The position peaked at $559K in Q3 2024. 424 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • Vishria Bird Financial Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 18,768 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $514K.
  • Vishria Bird Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and held it in 3 quarters.
  • Vishria Bird Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $559K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Vishria Bird Financial Group's 13F filing for Q2 2025, filed 7 Jul 2025.