Srs Capital Advisors, Inc. Schwab Fundamental U S Small C Transaction History

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 123 shares of FNDA stock, worth $3,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 122 0.82%
Holding current value
$3,920
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$54.26 - $60.01 $54 - $60
1 Added 0.82%
123 $7,000
Q4 2023

Feb 06, 2024
SELL
$44.98 - $56.11 $13,089 - $16,328
-291 Reduced 70.46%
122 $6,000
Q3 2023

Nov 14, 2023
BUY
$47.76 - $53.58 $19,724 - $22,128
413 New
413 $20,000
Q4 2022

Feb 24, 2023
BUY
$43.53 - $50.11 $3,395 - $3,908
78 New
78 $3,000
Q2 2022

Aug 22, 2022
SELL
$44.28 - $53.81 $5,003 - $6,080
-113 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$52.31 - $57.77 $5,911 - $6,528
113 New
113 $6,000
Q2 2019

Aug 08, 2019
SELL
N/A
-279 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
279 New
279 $11,000

Others Institutions Holding FNDA

# of Institutions
427
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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