Baird Financial Group, Inc. Schwab Fundamental U S Small C Transaction History

Baird Financial Group, Inc.

$50.4 Billion
Q4 2024

A detailed history of Baird Financial Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Baird Financial Group, Inc. holds 42,421 shares of FNDA stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

42,421

Previous 28,163 50.63%

Holding current value

$1.23 Million

Previous $1.68 Million 24.93%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $417,189 - $842,790	14,258 Added 50.63%	42,421 $1.26 Million
Q3 2024 Nov 13, 2024	SELL	$54.26 - $60.01 $313,785 - $347,037	-5,783 Reduced 17.04%	28,163 $1.68 Million
Q2 2024 Aug 13, 2024	SELL	$52.82 - $57.21 $3,855 - $4,176	-73 Reduced 0.21%	33,946 $1.86 Million
Q1 2024 May 14, 2024	BUY	$52.35 - $57.03 $49,470 - $53,893	945 Added 2.86%	34,019 $1.94 Million
Q4 2023 Feb 14, 2024	BUY	$44.98 - $56.11 $33,330 - $41,577	741 Added 2.29%	33,074 $1.83 Million
Q3 2023 Nov 13, 2023	BUY	$47.76 - $53.58 $1.35 Million - $1.51 Million	28,163 Added 675.37%	32,333 $1.57 Million
Q2 2023 Aug 11, 2023	SELL	$46.06 - $50.45 $2.12 Million - $2.32 Million	-45,953 Reduced 91.68%	4,170 $210,000
Q1 2023 May 15, 2023	SELL	$46.21 - $53.63 $33,871 - $39,310	-733 Reduced 1.44%	50,123 $2.44 Million
Q1 2022 May 13, 2022	SELL	$50.55 - $56.5 $233,743 - $261,256	-4,624 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$52.31 - $57.77 $241,881 - $267,128	4,624 New	4,624 $258,000

Others Institutions Holding FNDA

# of Institutions

470

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Baird Financial Group, Inc. Schwab Fundamental U S Small C Transaction History