Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 49,431 shares of FNDC stock, worth $1.88 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

49,431

Previous 57,795 14.47%

Holding current value

$1.88 Million

Previous $1.97 Billion 9.31%

% of portfolio

1.07%

Previous 1.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$33.34 - $37.44 $278,855 - $313,148	-8,364 Reduced 14.47%	49,431 $1.79 Billion
Q4 2024 Jan 22, 2025	BUY	$33.92 - $38.03 $216,375 - $242,593	6,379 Added 12.41%	57,795 $1.97 Billion
Q3 2024 Oct 28, 2024	BUY	$33.85 - $38.5 $128,866 - $146,569	3,807 Added 8.0%	51,416 $1.96 Billion
Q2 2024 Jul 16, 2024	BUY	$33.97 - $36.16 $148,788 - $158,380	4,380 Added 10.13%	47,609 $1.66 Billion
Q1 2024 Apr 30, 2024	BUY	$33.21 - $35.58 $184,780 - $197,967	5,564 Added 14.77%	43,229 $1.53 Billion
Q4 2023 Jan 05, 2024	BUY	$30.23 - $34.87 $1.14 Million - $1.31 Million	37,665 New	37,665 $1.21 Billion

Others Institutions Holding FNDC

# of Institutions

264

Shares Held

58.1M

Call Options Held

2.2K

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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Valued Wealth Advisors LLC Schwab Fundamental Intl Small Transaction History