Buckingham Strategic Partners Schwab Fundamental U S Small C Transaction History

Buckingham Strategic Partners

$5.48 Billion
Q4 2024

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 86,863 shares of FNDA stock, worth $2.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

86,863

Previous 79,464 9.31%

Holding current value

$2.44 Million

Previous $4.73 Million 45.51%

% of portfolio

0.05%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

472

Shares Held

245M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Partners, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Partners with notifications on news.

Account

Buckingham Strategic Partners Schwab Fundamental U S Small C Transaction History