CUTLER INVESTMENT COUNSEL LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1285973
Jacksonville, OR
Position in FNDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,432,379
+$174,310 QoQ
Shares Held
75,004
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,432,379 | 75,004 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,258,069 | 71,662 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,134,304 | 68,495 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,790,309 | 62,489 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,638,962 | 59,838 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,790,256 | 60,278 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,756,600 | 29,488 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,648,259 | 30,012 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,636,761 | 28,700 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,579,855 | 28,543 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,317,667 | 27,174 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,365,731 | 27,071 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,315,404 | 27,027 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,161,038 | 24,851 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,223,130 | 28,766 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,173,649 | 25,937 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,379,054 | 25,796 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||