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

Key Capital Management’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 		$71.6K Sell
1,880
-138
-7% -$4.92K 0.04% 133
2026
Q1 		$65.4K Buy
2,018
+138
+7% +$4.62K 0.04% 129
2025
Q4 		$59.2K Buy
+1,880
New +$58.6K 0.06% 126

Other funds holding FNDA

WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Key Capital Management's FNDA Position: Q2 2026 in Review

Key Capital Management reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.8% in Q2 2026, selling an estimated $4.92K and leaving 1,880 shares worth $71.6K. The position accounts for 0.04% of the portfolio, ranked #133.

Key Capital Management first reported a position in FNDA in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Key Capital Management held 1,880 shares of Schwab Fundamental US Small Company Index ETF worth $71.6K as of Q2 2026.
  • Key Capital Management sold 138 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $4.92K.
  • Schwab Fundamental US Small Company Index ETF made up 0.04% of Key Capital Management's portfolio in Q2 2026, its #133 holding.
  • Key Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.