Farther Finance Advisors, LLC Schwab Fundamental U S Small C Transaction History

Farther Finance Advisors, LLC

$5 Trillion
Q2 2025

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 46,989 shares of FNDA stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

46,989

Previous 19,527 140.64%

Holding current value

$1.38 Million

Previous $537 Million 150.88%

% of portfolio

0.03%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$23.85 - $28.69 $654,968 - $787,884	27,462 Added 140.64%	46,989 $1.35 Billion
Q1 2025 Apr 14, 2025	SELL	$26.87 - $30.99 $13,838 - $15,959	-515 Reduced 2.57%	19,527 $537 Million
Q4 2024 Feb 07, 2025	BUY	$29.26 - $59.11 $234,548 - $473,825	8,016 Added 66.66%	20,042 $595 Million
Q3 2024 Oct 28, 2024	SELL	$54.26 - $60.01 $325,071 - $359,519	-5,991 Reduced 33.25%	12,026 $716 Million
Q2 2024 Jul 31, 2024	BUY	$52.82 - $57.21 $194,377 - $210,532	3,680 Added 25.67%	18,017 $980 Million
Q1 2024 May 13, 2024	SELL	$52.35 - $57.03 $207,620 - $226,180	-3,966 Reduced 21.67%	14,337 $809 Million
Q4 2023 Feb 14, 2024	SELL	$44.98 - $56.11 $148,029 - $184,658	-3,291 Reduced 18.52%	14,475 $801 Million
Q3 2023 Nov 13, 2023	SELL	$47.76 - $53.58 $25,647 - $28,772	-537 Reduced 2.93%	17,766 $861 Million
Q2 2023 May 13, 2024	SELL	$46.06 - $50.45 $75,400 - $82,586	-1,637 Reduced 8.21%	18,303 $923 Million
Q2 2023 Sep 12, 2023	SELL	$46.06 - $50.45 $75,400 - $82,586	-1,637 Reduced 8.21%	18,303 $923 Million
Q1 2023 May 13, 2024	BUY	$46.21 - $53.63 $252,537 - $293,087	5,465 Added 37.75%	19,940 $970 Million
Q1 2023 Sep 12, 2023	SELL	$46.21 - $53.63 $138,029 - $160,192	-2,987 Reduced 13.03%	19,940 $970 Million
Q4 2022 Sep 11, 2023	BUY	$43.53 - $50.11 $998,012 - $1.15 Million	22,927 New	22,927 $1.07 Billion

Others Institutions Holding FNDA

# of Institutions

459

Shares Held

227M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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Farther Finance Advisors, LLC Schwab Fundamental U S Small C Transaction History