Kcm Investment Advisors LLC Schwab Fundamental U S Small C Transaction History
Kcm Investment Advisors LLC
- $3.05 Billion
- Q3 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 $323,774. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,661
Previous 10,661
-0.0%
Holding current value
$323,774
Previous $305,000
8.85%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
501Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.89MShares$57.4 Million3.53% of portfolio
-
Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio