Smith Salley Wealth Management
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1482012
GREENSBORO, NC
Position in FNDA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$260,283
-$1,313 QoQ
Shares Held
8,026
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,283 | 8,026 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $261,596 | 8,302 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $234,011 | 7,510 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $215,161 | 7,510 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $216,654 | 7,910 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $250,786 | 8,444 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $465,003 | 7,806 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $250,764 | 4,566 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $285,948 | 5,014 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $258,650 | 4,673 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $219,950 | 4,536 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $228,841 | 4,536 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $220,767 | 4,536 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||