KLCM Advisors, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1166620
MILWAUKEE, WI
Position in FNDA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$218,675
-$8,543 QoQ
Shares Held
6,743
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,675 | 6,743 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $227,218 | 7,211 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||