KRM WEALTH MANAGEMENT L.L.C.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2126518
RENO, NV
Position in FNDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,109,593
+$1,172,073 QoQ
Shares Held
134,251
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.62%
of 13F equity value
Holder Rank
#42
of 264 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,109,593 | 134,251 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,937,520 | 121,416 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,659,476 | 116,137 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||