Builder Investment Group Inc /Adv Schwab Fundamental U S Small C Transaction History

Builder Investment Group Inc /Adv

  • $367 Billion
  • Q2 2024

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 5,088 shares of FNDA stock, worth $295,918. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,088
Previous 5,575 8.74%
Holding current value
$295,918
Previous $318 Million 12.11%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 31, 2024
SELL
$52.82 - $57.21 $25,723 - $27,861
-487 Reduced 8.74%
5,088 $279 Million
Q1 2024

May 13, 2024
SELL
$52.35 - $57.03 $1,099 - $1,197
-21 Reduced 0.38%
5,575 $318 Million
Q3 2023

Oct 18, 2023
BUY
$47.76 - $53.58 $2,961 - $3,321
62 Added 1.12%
5,596 $271 Million
Q2 2023

Jul 25, 2023
BUY
$46.06 - $50.45 $3,224 - $3,531
70 Added 1.28%
5,534 $279 Million
Q1 2023

May 10, 2023
BUY
$46.21 - $53.63 $4,574 - $5,309
99 Added 1.85%
5,464 $266 Million
Q4 2022

Feb 24, 2023
BUY
$43.53 - $50.11 $233,538 - $268,840
5,365 New
5,365 $251 Million

Others Institutions Holding FNDA

# of Institutions
407
Shares Held
120M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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