Eq Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 78,201 shares of FNDA stock, worth $2.44 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
78,201
Previous 60,501 29.26%
Holding current value
$2.44 Million
Previous $1.66 Billion 35.2%
% of portfolio
1.53%
Previous 1.32%

Shares

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

Jul 28, 2025
BUY
$23.85 - $28.69 $422,145 - $507,813
17,700 Added 29.26%
78,201 $2.24 Billion
Q1 2025

Apr 22, 2025
SELL
$26.87 - $30.99 $98,290 - $113,361
-3,658 Reduced 5.7%
60,501 $1.66 Billion
Q4 2024

Jan 24, 2025
BUY
$29.26 - $59.11 $1.88 Million - $3.79 Million
64,159 New
64,159 $1.91 Billion

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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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