Capital Analysts, LLC Schwab Fundamental U S Small C Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Analysts, LLC holds 5,984 shares of FNDA stock, worth $167,791. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,984
Previous 2,994 99.87%
Holding current value
$167,791
Previous $178,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$29.26 - $59.11 $87,487 - $176,738
2,990 Added 99.87%
5,984 $178,000
Q3 2024

Nov 13, 2024
BUY
$54.26 - $60.01 $60,771 - $67,211
1,120 Added 59.77%
2,994 $178,000
Q2 2024

Aug 14, 2024
BUY
$52.82 - $57.21 $94,389 - $102,234
1,787 Added 2054.02%
1,874 $103,000
Q1 2022

May 12, 2022
BUY
$50.55 - $56.5 $4,397 - $4,915
87 New
87 $5,000
Q1 2021

May 17, 2021
SELL
$42.36 - $53.44 $3,981 - $5,023
-94 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$33.5 - $43.02 $3,149 - $4,043
94 New
94 $4,000

Others Institutions Holding FNDA

# of Institutions
472
Shares Held
245M
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
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email