Bristlecone Advisors, LLC Schwab Fundamental U S Small C Transaction History

Bristlecone Advisors, LLC

  • $1.18 Billion
  • Q2 2025

A detailed history of Bristlecone Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 917 shares of FNDA stock, worth $28,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares
917
Previous 915 0.22%
Holding current value
$28,637
Previous $25,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 04, 2025
BUY
$23.85 - $28.69 $47 - $57
2 Added 0.22%
917 $26,000
Q1 2025

May 12, 2025
BUY
$26.87 - $30.99 $53 - $61
2 Added 0.22%
915 $25,000
Q4 2024

Jan 29, 2025
BUY
$29.26 - $59.11 $13,430 - $27,131
459 Added 101.1%
913 $27,000
Q3 2024

Oct 24, 2024
BUY
$54.26 - $60.01 $24,634 - $27,244
454 New
454 $27,000
Q1 2023

May 11, 2023
BUY
$46.21 - $53.63 $103,880 - $120,560
2,248 New
2,248 $109,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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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