Kcm Investment Advisors LLC Schwab Fundamental U S Small C Transaction History

Kcm Investment Advisors LLC

  • $2.93 Billion
  • Q2 2025

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 10,661 shares of FNDA stock, worth $332,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,661
Holding current value
$332,943
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$23.85 - $28.69 $254,264 - $305,864
10,661 New
10,661 $305,000
Q1 2023

May 09, 2023
BUY
$46.21 - $53.63 $219,358 - $254,581
4,747 New
4,747 $231,000
Q3 2022

Nov 10, 2022
BUY
$42.52 - $52.23 $367,330 - $451,214
8,639 New
8,639 $367,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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