Salomon & Ludwin, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1766156
RICHMOND, VA
Position in FNDA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,653
-$305 QoQ
Shares Held
421
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,653 | 421 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,958 | 443 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,803 | 443 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,134 | 982 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,763 | 466 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,840 | 466 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,841 | 182 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,995 | 182 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,379 | 182 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,073 | 182 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,825 | 182 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||