Global Wealth Strategies & Associates Schwab Fundamental U S Small C Transaction History

Global Wealth Strategies & Associates

  • $349 Billion
  • Q2 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 382 shares of FNDA stock, worth $11,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares
382
Previous 381 0.26%
Holding current value
$11,200
Previous $10.4 Million 4.87%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$23.85 - $28.69 $23 - $28
1 Added 0.26%
382 $10.9 Million
Q1 2025

Apr 02, 2025
SELL
$26.87 - $30.99 $7,120 - $8,212
-265 Reduced 41.02%
381 $10.4 Million
Q4 2024

Jan 02, 2025
BUY
$29.26 - $59.11 $9,480 - $19,151
324 Added 100.62%
646 $19.2 Million
Q2 2023

Jul 05, 2023
SELL
$46.06 - $50.45 $875 - $958
-19 Reduced 5.57%
322 $16.2 Million
Q1 2023

Apr 03, 2023
BUY
$46.21 - $53.63 $877 - $1,018
19 Added 5.9%
341 $16.6 Million
Q4 2022

Jan 17, 2023
BUY
$43.53 - $50.11 $14,016 - $16,135
322 New
322 $15 Million

Others Institutions Holding FNDA

# of Institutions
461
Shares Held
227M
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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