KCM Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

KCM Investment Advisors’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
2026 Q2	$413K	Buy	10,853 +192	+2%	+$6.85K	0.01%	306
2026 Q1	$346K	Hold	10,661	–	–	0.01%	322
2025 Q4	$336K	Hold	10,661	–	–	0.01%	311
2025 Q3	$332K	Hold	10,661	–	–	0.01%	312
2025 Q2	$305K	Buy	+10,661	New	+$289K	0.01%	318
2023 Q2	–	Sell	-9,494	Closed	-$231K	–	390
2023 Q1	$231K	Buy	+9,494	New	+$237K	0.01%	381
2022 Q4	–	Sell	-17,278	Closed	-$367K	–	392
2022 Q3	$367K	Buy	+17,278	New	+$412K	0.02%	282

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

KCM Investment Advisors's FNDA Position: Q2 2026 in Review

KCM Investment Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.8% in Q2 2026, buying an estimated $6.85K and bringing the position to 10,853 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #306.

KCM Investment Advisors first reported a position in FNDA in Q3 2022 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

KCM Investment Advisors held 10,853 shares of Schwab Fundamental US Small Company Index ETF worth $413K as of Q2 2026.
KCM Investment Advisors bought 192 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $6.85K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #306 holding.
KCM Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and has held it in 7 quarters since.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.