Principal Securities, Inc. Schwab Fundamental U S Small C Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

A detailed history of Principal Securities, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Principal Securities, Inc. holds 2,850 shares of FNDA stock, worth $89,005. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,850

Previous 3,434 17.01%

Holding current value

$89,005

Previous $102 Million 19.94%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$23.85 - $28.69 $13,928 - $16,754	-584 Reduced 17.01%	2,850 $81.6 Million
Q4 2024 Jan 30, 2025	BUY	$29.26 - $59.11 $64,401 - $130,101	2,201 Added 178.51%	3,434 $102 Million
Q3 2024 Oct 28, 2024	BUY	$54.26 - $60.01 $36,462 - $40,326	672 Added 119.79%	1,233 $73.4 Million
Q2 2024 Jul 31, 2024	BUY	$52.82 - $57.21 $8,187 - $8,867	155 Added 38.18%	561 $30.8 Million
Q1 2024 May 10, 2024	SELL	$52.35 - $57.03 $5,077 - $5,531	-97 Reduced 19.28%	406 $23.2 Million
Q4 2023 Feb 07, 2024	BUY	$44.98 - $56.11 $22,624 - $28,223	503 New	503 $27.9 Million

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Principal Securities, Inc. Schwab Fundamental U S Small C Transaction History