KCM INVESTMENT ADVISORS LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1109228
GREENBRAE, CA
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$413,065
+$67,329 QoQ
Shares Held
10,853
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#82
of 146 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,065 | 10,853 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $345,736 | 10,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $335,928 | 10,661 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,196 | 10,661 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $305,437 | 10,661 | Shares | Sole | 2025-08-06 | |
| 2023-03-31 | $231,036 | 4,747 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $367,330 | 8,639 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||