SALEM INVESTMENT COUNSELORS INC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 884423
WINSTON-SALEM, NC
Position in FNDA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$52,212
+$2,045 QoQ
Shares Held
1,610
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,212 | 1,610 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $50,167 | 1,610 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $46,126 | 1,610 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $60,751 | 2,218 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $18,770 | 632 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,148 | 120 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,590 | 120 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $29,655 | 520 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $28,782 | 520 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $36,803 | 759 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $38,291 | 759 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $36,940 | 759 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,997 | 321 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,486 | 82 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,710 | 82 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $4,383 | 82 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,560 | 82 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,319 | 82 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,459 | 82 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,154 | 82 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,519 | 82 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||