Buckingham Strategic Partners Schwab Fundamental U S Small C Transaction History

Buckingham Strategic Partners

$8.25 Billion
Q3 2025

A detailed history of Buckingham Strategic Partners transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Buckingham Strategic Partners holds 390,210 shares of FNDA stock, worth $11.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

390,210

Previous 207,166 88.36%

Holding current value

$11.9 Million

Previous $5.94 Million 104.85%

% of portfolio

0.15%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.75 - $31.93 $5.26 Million - $5.84 Million	183,044 Added 88.36%	390,210 $12.2 Million
Q2 2025 Jul 31, 2025	BUY	$23.85 - $28.69 $175,082 - $210,613	7,341 Added 3.67%	207,166 $5.94 Million
Q1 2025 May 15, 2025	BUY	$26.87 - $30.99 $3.04 Million - $3.5 Million	112,962 Added 130.05%	199,825 $5.47 Million
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $216,494 - $437,354	7,399 Added 9.31%	86,863 $2.58 Million
Q3 2024 Nov 14, 2024	BUY	$54.26 - $60.01 $1.2 Million - $1.33 Million	22,097 Added 38.52%	79,464 $4.73 Million

Q2 2024 Aug 13, 2024	BUY	$52.82 - $57.21 $488,743 - $529,364	9,253 Added 19.23%	57,367 $3.15 Million
Q1 2024 May 15, 2024	BUY	$52.35 - $57.03 $644,323 - $701,925	12,308 Added 34.37%	48,114 $2.74 Million
Q4 2023 Feb 14, 2024	BUY	$44.98 - $56.11 $224,270 - $279,764	4,986 Added 16.18%	35,806 $1.98 Million
Q3 2023 Nov 14, 2023	BUY	$47.76 - $53.58 $82,003 - $91,996	1,717 Added 5.9%	30,820 $1.49 Million
Q2 2023 Aug 14, 2023	BUY	$46.06 - $50.45 $340,107 - $372,522	7,384 Added 34.0%	29,103 $1.47 Million
Q1 2023 May 15, 2023	BUY	$46.21 - $53.63 $575,083 - $667,425	12,445 Added 134.19%	21,719 $1.06 Million
Q4 2022 Feb 14, 2023	BUY	$43.53 - $50.11 $112,220 - $129,183	2,578 Added 38.5%	9,274 $433,000
Q3 2022 Nov 14, 2022	BUY	$42.52 - $52.23 $70,753 - $86,910	1,664 Added 33.07%	6,696 $285,000
Q2 2022 Aug 12, 2022	SELL	$44.28 - $53.81 $116,899 - $142,058	-2,640 Reduced 34.41%	5,032 $228,000
Q1 2022 May 10, 2022	BUY	$50.55 - $56.5 $387,819 - $433,468	7,672 New	7,672 $411,000

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

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Buckingham Strategic Partners Schwab Fundamental U S Small C Transaction History