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 $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

42,421

Previous 28,163 50.63%

Holding current value

$1.19 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

472

Shares Held

245M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.

Account

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