Avantax Advisory Services, Inc. Schwab Fundamental U S Small C Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 73,130 shares of FNDA stock, worth $2.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
73,130
Previous 58,269 25.5%
Holding current value
$2.28 Million
Previous $1.6 Million 31.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$23.85 - $28.69 $354,434 - $426,362
14,861 Added 25.5%
73,130 $2.1 Million
Q1 2025

May 06, 2025
BUY
$26.87 - $30.99 $107,291 - $123,743
3,993 Added 7.36%
58,269 $1.6 Million
Q4 2024

Feb 07, 2025
BUY
$29.26 - $59.11 $1 Million - $2.02 Million
34,242 Added 170.92%
54,276 $1.61 Million
Q3 2024

Nov 13, 2024
BUY
$54.26 - $60.01 $68,584 - $75,852
1,264 Added 6.73%
20,034 $1.19 Million
Q2 2024

Aug 09, 2024
BUY
$52.82 - $57.21 $179,112 - $193,999
3,391 Added 22.05%
18,770 $1.03 Million
Q1 2024

May 08, 2024
BUY
$52.35 - $57.03 $443,823 - $483,500
8,478 Added 122.85%
15,379 $877,000
Q4 2023

Feb 07, 2024
SELL
$44.98 - $56.11 $336,630 - $419,927
-7,484 Reduced 52.03%
6,901 $381,000
Q3 2023

Nov 07, 2023
SELL
$47.76 - $53.58 $207,373 - $232,644
-4,342 Reduced 23.19%
14,385 $697,000
Q2 2023

Aug 11, 2023
BUY
$46.06 - $50.45 $101,332 - $110,990
2,200 Added 13.31%
18,727 $944,000
Q1 2023

Apr 28, 2023
BUY
$46.21 - $53.63 $27,587 - $32,017
597 Added 3.75%
16,527 $804,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $78,832 - $90,749
1,811 Added 12.83%
15,930 $744,000
Q3 2022

Nov 01, 2022
SELL
$42.52 - $52.23 $99,539 - $122,270
-2,341 Reduced 14.22%
14,119 $600,000
Q2 2022

Aug 02, 2022
BUY
$44.28 - $53.81 $475,257 - $577,542
10,733 Added 187.41%
16,460 $745,000
Q1 2022

Apr 27, 2022
BUY
$50.55 - $56.5 $289,499 - $323,575
5,727 New
5,727 $307,000
Q4 2020

Jan 22, 2021
SELL
$33.5 - $43.02 $1.8 Million - $2.32 Million
-53,819 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$30.58 - $35.51 $1.65 Million - $1.91 Million
53,819 New
53,819 $1.78 Million

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
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