Buckingham Strategic Wealth, LLC Schwab Fundamental U S Small C Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 32,499 shares of FNDA stock, worth $988,294. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,499
Previous 33,756 3.72%
Holding current value
$988,294
Previous $1.93 Million 7.32%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2024
SELL
$52.82 - $57.21 $66,394 - $71,912
-1,257 Reduced 3.72%
32,499 $1.78 Million
Q1 2024

May 09, 2024
BUY
$52.35 - $57.03 $147,103 - $160,254
2,810 Added 9.08%
33,756 $1.93 Million
Q4 2023

Feb 14, 2024
SELL
$44.98 - $56.11 $34,319 - $42,811
-763 Reduced 2.41%
30,946 $1.71 Million
Q3 2023

Nov 13, 2023
BUY
$47.76 - $53.58 $17,193 - $19,288
360 Added 1.15%
31,709 $1.54 Million
Q2 2023

Aug 11, 2023
SELL
$46.06 - $50.45 $3,362 - $3,682
-73 Reduced 0.23%
31,349 $1.58 Million
Q4 2022

Feb 13, 2023
SELL
$43.53 - $50.11 $17,368 - $19,993
-399 Reduced 1.25%
31,422 $1.47 Million
Q3 2022

Nov 07, 2022
SELL
$42.52 - $52.23 $26,787 - $32,904
-630 Reduced 1.94%
31,821 $1.35 Million
Q2 2022

Aug 12, 2022
BUY
$44.28 - $53.81 $16,295 - $19,802
368 Added 1.15%
32,451 $1.47 Million
Q1 2022

May 10, 2022
BUY
$50.55 - $56.5 $13,699 - $15,311
271 Added 0.85%
32,083 $1.72 Million
Q4 2021

Feb 09, 2022
BUY
$52.31 - $57.77 $28,822 - $31,831
551 Added 1.76%
31,812 $1.77 Million
Q3 2021

Nov 10, 2021
BUY
$50.41 - $54.9 $17,189 - $18,720
341 Added 1.1%
31,261 $1.65 Million
Q2 2021

Aug 06, 2021
BUY
$50.53 - $56.06 $13,744 - $15,248
272 Added 0.89%
30,920 $1.68 Million
Q1 2021

Apr 30, 2021
BUY
$42.36 - $53.44 $6,777 - $8,550
160 Added 0.52%
30,648 $1.55 Million
Q4 2020

Feb 16, 2021
SELL
$33.5 - $43.02 $129,611 - $166,444
-3,869 Reduced 11.26%
30,488 $1.31 Million
Q2 2020

Aug 03, 2020
SELL
$23.69 - $35.9 $321,354 - $486,983
-13,565 Reduced 28.31%
34,357 $1.09 Million
Q1 2020

May 07, 2020
BUY
$22.56 - $40.75 $1.08 Million - $1.95 Million
47,922 New
47,922 $1.24 Million

Others Institutions Holding FNDA

# of Institutions
437
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
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