Alps Advisors Inc Schwab Fundamental U S Small C Transaction History

Alps Advisors Inc

$17.2 Billion
Q1 2025

A detailed history of Alps Advisors Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Alps Advisors Inc holds 619,058 shares of FNDA stock, worth $17.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

619,058

Previous 613,033 0.98%

Holding current value

$17.2 Million

Previous $18.2 Million 6.88%

% of portfolio

0.1%

Previous 0.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$26.87 - $30.99 $161,891 - $186,714	6,025 Added 0.98%	619,058 $17 Million
Q4 2024 Feb 13, 2025	BUY	$29.26 - $59.11 $4.71 Million - $9.51 Million	160,898 Added 35.59%	613,033 $18.2 Million
Q3 2024 Nov 12, 2024	SELL	$54.26 - $60.01 $345,907 - $382,563	-6,375 Reduced 1.39%	452,135 $26.9 Million
Q2 2024 Aug 13, 2024	BUY	$52.82 - $57.21 $24.2 Million - $26.2 Million	458,510 New	458,510 $25.2 Million

Others Institutions Holding FNDA

# of Institutions

454

Shares Held

247M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

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Alps Advisors Inc Schwab Fundamental U S Small C Transaction History