Bruce G. Allen Investments, LLC Schwab Fundamental U S Small C Transaction History

Bruce G. Allen Investments, LLC

$140 Billion
Q3 2025

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 19,207 shares of FNDA stock, worth $583,316. This represents 0.43% of its overall portfolio holdings.

Number of Shares

19,207

Previous 19,285 0.4%

Holding current value

$583,316

Previous $553 Million 8.32%

% of portfolio

0.43%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$28.75 - $31.93 $2,242 - $2,490	-78 Reduced 0.4%	19,207 $598 Million
Q2 2025 Jul 09, 2025	BUY	$23.85 - $28.69 $3,887 - $4,676	163 Added 0.85%	19,285 $553 Million
Q1 2025 Apr 14, 2025	BUY	$26.87 - $30.99 $22,006 - $25,380	819 Added 4.47%	19,122 $524 Million
Q4 2024 Jan 10, 2025	BUY	$29.26 - $59.11 $268,372 - $542,156	9,172 Added 100.45%	18,303 $544 Million
Q3 2024 Oct 08, 2024	BUY	$54.26 - $60.01 $168,151 - $185,970	3,099 Added 51.38%	9,131 $544 Million

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

# of Institutions

501

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Bruce G. Allen Investments, LLC Schwab Fundamental U S Small C Transaction History