Bcs Wealth Management Schwab Fundamental U S Small C Transaction History

Bcs Wealth Management

$465 Million
Q2 2025

A detailed history of Bcs Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bcs Wealth Management holds 27,961 shares of FNDA stock, worth $873,222. This represents 0.17% of its overall portfolio holdings.

Number of Shares

27,961

Previous 22,939 21.89%

Holding current value

$873,222

Previous $628,000 27.55%

% of portfolio

0.17%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$23.85 - $28.69 $119,774 - $144,081	5,022 Added 21.89%	27,961 $801,000
Q1 2025 Apr 14, 2025	BUY	$26.87 - $30.99 $56,722 - $65,419	2,111 Added 10.14%	22,939 $628,000
Q4 2024 Jan 13, 2025	BUY	$29.26 - $59.11 $609,427 - $1.23 Million	20,828 New	20,828 $619,000
Q1 2024 Apr 10, 2024	BUY	$52.35 - $57.03 $34,812 - $37,924	665 Added 12.45%	6,008 $343,000
Q4 2023 Jan 11, 2024	BUY	$44.98 - $56.11 $32,700 - $40,791	727 Added 15.75%	5,343 $296,000
Q3 2023 Oct 12, 2023	BUY	$47.76 - $53.58 $220,460 - $247,325	4,616 New	4,616 $224,000

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

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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Bcs Wealth Management Schwab Fundamental U S Small C Transaction History