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 79,464 shares of FNDA stock, worth $2.56 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
79,464
Previous 57,367 38.52%
Holding current value
$2.56 Million
Previous $3.15 Million 50.25%
% of portfolio
0.11%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
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