Capital Advantage, Inc. Schwab Fundamental U S Small C Transaction History

Capital Advantage, Inc.

  • $520 Million
  • Q3 2024

A detailed history of Capital Advantage, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Advantage, Inc. holds 42,763 shares of FNDA stock, worth $1.28 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
42,763
Previous 29,429 45.31%
Holding current value
$1.28 Million
Previous $1.62 Million 57.61%
% of portfolio
0.49%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$54.26 - $60.01 $723,502 - $800,173
13,334 Added 45.31%
42,763 $2.55 Million
Q2 2024

Jul 11, 2024
BUY
$52.82 - $57.21 $588,150 - $637,033
11,135 Added 60.87%
29,429 $1.62 Million
Q1 2024

May 14, 2024
BUY
$52.35 - $57.03 $957,690 - $1.04 Million
18,294 New
18,294 $1.04 Million

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
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
  • Industry ETFs
More about FNDA
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