Abound Wealth Management Schwab Fundamental U S Small C Transaction History

Abound Wealth Management

$399 Billion
Q3 2025

A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Abound Wealth Management holds 6,639 shares of FNDA stock, worth $198,174. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,639

Previous 8,443 21.37%

Holding current value

$198,174

Previous $242 Million 14.48%

% of portfolio

0.05%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$28.75 - $31.93 $51,865 - $57,601	-1,804 Reduced 21.37%	6,639 $207 Million
Q2 2025 Jul 14, 2025	BUY	$23.85 - $28.69 $79,086 - $95,136	3,316 Added 64.68%	8,443 $242 Million
Q4 2024 Jan 13, 2025	BUY	$29.26 - $59.11 $87,224 - $176,206	2,981 Added 138.91%	5,127 $152 Million
Q3 2024 Nov 04, 2024	BUY	$54.26 - $60.01 $379 - $420	7 Added 0.33%	2,146 $128 Million
Q2 2024 Aug 09, 2024	SELL	$52.82 - $57.21 $3,222 - $3,489	-61 Reduced 2.77%	2,139 $117 Million
Q4 2023 Aug 08, 2024	BUY	$44.98 - $56.11 $92,838 - $115,811	2,064 Added 1517.65%	2,200 $122 Million
Q1 2023 Aug 07, 2024	BUY	$46.21 - $53.63 $6,284 - $7,293	136 New	136 $6.63 Million
Q2 2022 Aug 12, 2024	SELL	$44.28 - $53.81 $88,692 - $107,781	-2,003 Reduced 93.64%	136 $6.16 Million
Q4 2021 Aug 12, 2024	SELL	$52.31 - $57.77 $104,776 - $115,713	-2,003 Reduced 93.64%	136 $7.57 Million

Others Institutions Holding FNDA

# of Institutions

465

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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Abound Wealth Management Schwab Fundamental U S Small C Transaction History