Dechtman Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Dechtman Wealth Management, LLC

$490 Million
Q4 2024

A detailed history of Dechtman Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 23,140 shares of FNDA stock, worth $678,464. This represents 0.14% of its overall portfolio holdings.

Number of Shares

23,140

Previous 20,915 10.64%

Holding current value

$678,464

Previous $1.25 Million 44.82%

% of portfolio

0.14%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$29.26 - $59.11 $65,103 - $131,519	2,225 Added 10.64%	23,140 $687,000
Q3 2024 Oct 30, 2024	SELL	$54.26 - $60.01 $3.85 Million - $4.26 Million	-71,037 Reduced 77.25%	20,915 $1.25 Million
Q2 2024 Jul 29, 2024	SELL	$52.82 - $57.21 $82,927 - $89,819	-1,570 Reduced 1.68%	91,952 $5.05 Million
Q1 2024 Apr 23, 2024	SELL	$52.35 - $57.03 $94,596 - $103,053	-1,807 Reduced 1.9%	93,522 $5.33 Million
Q4 2023 Jan 19, 2024	BUY	$44.98 - $56.11 $3.02 Million - $3.77 Million	67,109 Added 237.81%	95,329 $5.28 Million
Q3 2023 Oct 16, 2023	BUY	$47.76 - $53.58 $1.02 Million - $1.15 Million	21,440 Added 316.22%	28,220 $1.37 Million
Q2 2023 Sep 08, 2023	BUY	$46.06 - $50.45 $312,286 - $342,051	6,780 New	6,780 $342 Million

Others Institutions Holding FNDA

# of Institutions

463

Shares Held

227M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Dechtman Wealth Management, LLC Schwab Fundamental U S Small C Transaction History