A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 6,032 shares of FNDA stock, worth $350,821. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,032
Previous 5,976 0.94%
Holding current value
$350,821
Previous $341 Million 2.8%
% of portfolio
0.28%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$52.82 - $57.21 $2,957 - $3,203
56 Added 0.94%
6,032 $331 Million
Q1 2024

Apr 10, 2024

BUY
$52.35 - $57.03 $40,623 - $44,255
776 Added 14.92%
5,976 $341 Million
Q4 2023

Jan 10, 2024

BUY
$44.98 - $56.11 $233,895 - $291,772
5,200 New
5,200 $288 Million

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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