Accredited Investors Inc. Schwab Fundamental U S Small C Transaction History

Accredited Investors Inc.

  • $1.65 Billion
  • Q4 2024

A detailed history of Accredited Investors Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Accredited Investors Inc. holds 787,588 shares of FNDA stock, worth $23.8 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
787,588
Previous 340,212 131.5%
Holding current value
$23.8 Million
Previous $20.3 Million 15.42%
% of portfolio
1.42%
Previous 1.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$29.26 - $59.11 $13.1 Million - $26.4 Million
447,376 Added 131.5%
787,588 $23.4 Million
Q3 2024

Nov 05, 2024
BUY
$54.26 - $60.01 $3.22 Million - $3.56 Million
59,383 Added 21.15%
340,212 $20.3 Million
Q2 2024

Jul 19, 2024
SELL
$52.82 - $57.21 $150,959 - $163,506
-2,858 Reduced 1.01%
280,829 $15.4 Million
Q1 2024

May 14, 2024
BUY
$52.35 - $57.03 $2.14 Million - $2.33 Million
40,908 Added 16.85%
283,687 $16.2 Million
Q4 2023

Feb 07, 2024
BUY
$44.98 - $56.11 $1.85 Million - $2.3 Million
41,073 Added 20.36%
242,779 $13.4 Million
Q3 2023

Nov 07, 2023
BUY
$47.76 - $53.58 $1.9 Million - $2.13 Million
39,790 Added 24.57%
201,706 $9.78 Million
Q2 2023

Aug 03, 2023
BUY
$46.06 - $50.45 $4.19 Million - $4.59 Million
90,946 Added 128.15%
161,916 $8.17 Million
Q1 2023

Apr 24, 2023
BUY
$46.21 - $53.63 $2.71 Million - $3.15 Million
58,701 Added 478.45%
70,970 $3.45 Million
Q4 2022

Feb 07, 2023
BUY
$43.53 - $50.11 $318,900 - $367,105
7,326 Added 148.21%
12,269 $573,000
Q3 2022

Nov 08, 2022
BUY
$42.52 - $52.23 $4,592 - $5,640
108 Added 2.23%
4,943 $210,000
Q2 2022

Jul 21, 2022
BUY
$44.28 - $53.81 $214,093 - $260,171
4,835 New
4,835 $219,000

Others Institutions Holding FNDA

# of Institutions
466
Shares Held
244M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
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