Bell Investment Advisors, Inc Schwab Fundamental U S Small C Transaction History

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 2025

A detailed history of Bell Investment Advisors, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 725,125 shares of FNDA stock, worth $21.8 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares
725,125
Previous 734,164 1.23%
Holding current value
$21.8 Million
Previous $21.8 Million 8.91%
% of portfolio
3.69%
Previous 4.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$26.87 - $30.99 $242,877 - $280,118
-9,039 Reduced 1.23%
725,125 $19.9 Million
Q4 2024

Feb 07, 2025
BUY
$29.26 - $59.11 $11 Million - $22.1 Million
374,442 Added 104.09%
734,164 $21.8 Million
Q3 2024

Nov 13, 2024
SELL
$54.26 - $60.01 $221,869 - $245,380
-4,089 Reduced 1.12%
359,722 $21.4 Million
Q2 2024

Aug 07, 2024
SELL
$52.82 - $57.21 $363,295 - $393,490
-6,878 Reduced 1.86%
363,811 $20 Million
Q1 2024

May 08, 2024
BUY
$52.35 - $57.03 $17,851 - $19,447
341 Added 0.09%
370,689 $21.1 Million
Q4 2023

Feb 14, 2024
BUY
$44.98 - $56.11 $1.41 Million - $1.75 Million
31,240 Added 9.21%
370,348 $20.5 Million
Q3 2023

Nov 08, 2023
BUY
$47.76 - $53.58 $915,606 - $1.03 Million
19,171 Added 5.99%
339,108 $16.4 Million
Q2 2023

Aug 09, 2023
BUY
$46.06 - $50.45 $1.59 Million - $1.75 Million
34,609 Added 12.13%
319,937 $16.1 Million
Q1 2023

May 10, 2023
BUY
$46.21 - $53.63 $1.81 Million - $2.1 Million
39,201 Added 15.93%
285,328 $13.9 Million
Q4 2022

Feb 08, 2023
BUY
$43.53 - $50.11 $4.91 Million - $5.65 Million
112,794 Added 84.6%
246,127 $11.5 Million
Q3 2022

Nov 09, 2022
BUY
$42.52 - $52.23 $1.38 Million - $1.69 Million
32,450 Added 32.17%
133,333 $5.67 Million
Q2 2022

Aug 12, 2022
BUY
$44.28 - $53.81 $2.22 Million - $2.7 Million
50,169 Added 98.93%
100,883 $4.57 Million
Q4 2021

Feb 14, 2022
BUY
$52.31 - $57.77 $374,487 - $413,575
7,159 Added 16.44%
50,714 $2.82 Million
Q3 2021

Nov 12, 2021
BUY
$50.41 - $54.9 $2.2 Million - $2.39 Million
43,555 New
43,555 $2.29 Million

Others Institutions Holding FNDA

# of Institutions
457
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
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