Bcs Wealth Management Schwab Fundamental U S Small C Transaction History

Bcs Wealth Management

  • $389 Million
  • Q1 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 22,939 shares of FNDA stock, worth $633,345. This represents 0.16% of its overall portfolio holdings.

Number of Shares
22,939
Previous 20,828 10.14%
Holding current value
$633,345
Previous $619,000 1.45%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
455
Shares Held
247M
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
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