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 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 $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM Investment Advisors's FNDA Position: Q1 2026 in Review

KCM Investment Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 10,661 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #322.

KCM Investment Advisors first reported a position in FNDA in Q3 2022 and has held it in 6 quarters since. The position peaked at $367K in Q3 2022. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

KCM Investment Advisors held 10,661 shares of Schwab Fundamental US Small Company Index ETF worth $346K as of Q1 2026.
KCM Investment Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #322 holding.
KCM Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and has held it in 6 quarters since.
KCM Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $367K in Q3 2022.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.