KWM
FNDA icon

KRM Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

KRM Wealth 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
Q1 		$3.94M Buy
121,416
+5,279
+5% +$177K 2.05% 11
2025
Q4 		$3.66M Buy
+116,137
New +$3.62M 2.01% 11

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KRM Wealth Management's FNDA Position: Q1 2026 in Review

KRM Wealth Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.5% in Q1 2026, buying an estimated $177K and bringing the position to 121,416 shares worth $3.94M. The position accounts for 2.05% of the portfolio, ranked #11.

KRM Wealth Management first reported a position in FNDA in Q4 2025 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • KRM Wealth Management held 121,416 shares of Schwab Fundamental US Small Company Index ETF worth $3.94M as of Q1 2026.
  • KRM Wealth Management bought 5,279 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $177K.
  • Schwab Fundamental US Small Company Index ETF made up 2.05% of KRM Wealth Management's portfolio in Q1 2026, its #11 holding.
  • KRM Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on KRM Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.