Builder Investment Group Inc /Adv Schwab Fundamental U S Small C Transaction History

Builder Investment Group Inc /Adv

$368 Billion
Q4 2024

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 9,866 shares of FNDA stock, worth $302,984. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,866

Previous 4,935 99.92%

Holding current value

$302,984

Previous $294 Million 0.33%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$29.26 - $59.11 $144,281 - $291,471	4,931 Added 99.92%	9,866 $293 Million
Q3 2024 Oct 21, 2024	SELL	$54.26 - $60.01 $8,301 - $9,181	-153 Reduced 3.01%	4,935 $294 Million
Q2 2024 Jul 31, 2024	SELL	$52.82 - $57.21 $25,723 - $27,861	-487 Reduced 8.74%	5,088 $279 Million
Q1 2024 May 13, 2024	SELL	$52.35 - $57.03 $1,099 - $1,197	-21 Reduced 0.38%	5,575 $318 Million
Q3 2023 Oct 18, 2023	BUY	$47.76 - $53.58 $2,961 - $3,321	62 Added 1.12%	5,596 $271 Million
Q2 2023 Jul 25, 2023	BUY	$46.06 - $50.45 $3,224 - $3,531	70 Added 1.28%	5,534 $279 Million
Q1 2023 May 10, 2023	BUY	$46.21 - $53.63 $4,574 - $5,309	99 Added 1.85%	5,464 $266 Million
Q4 2022 Feb 24, 2023	BUY	$43.53 - $50.11 $233,538 - $268,840	5,365 New	5,365 $251 Million

Others Institutions Holding FNDA

# of Institutions

429

Shares Held

128M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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Builder Investment Group Inc /Adv Schwab Fundamental U S Small C Transaction History