Bartlett & Co. Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 972 shares of FNDA stock, worth $28,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
972
Previous 22,426 95.67%
Holding current value
$28,499
Previous $614 Million 95.47%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 18, 2025
SELL
$23.85 - $28.69 $511,677 - $615,515
-21,454 Reduced 95.67%
972 $27.8 Million
Q1 2025

Apr 24, 2025
BUY
$26.87 - $30.99 $576,468 - $664,859
21,454 Added 2207.2%
22,426 $614 Million
Q4 2024

Jan 17, 2025
BUY
$29.26 - $59.11 $14,220 - $28,727
486 Added 100.0%
972 $28.9 Million
Q4 2022

Feb 14, 2024
BUY
$43.53 - $50.11 $21,155 - $24,353
486 New
486 $22.7 Million

Others Institutions Holding FNDA

# of Institutions
462
Shares Held
248M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email