Cassady Schiller Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,144 shares of FNDA stock, worth $34,594. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,144
Previous 572 100.0%
Holding current value
$34,594
Previous $34,000 2.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$29.26 - $59.11 $16,736 - $33,810
572 Added 100.0%
1,144 $33,000
Q2 2024

Aug 12, 2024
SELL
$52.82 - $57.21 $25,300 - $27,403
-479 Reduced 45.58%
572 $31,000
Q1 2024

May 13, 2024
BUY
$52.35 - $57.03 $25,075 - $27,317
479 Added 83.74%
1,051 $59,000
Q4 2023

Feb 09, 2024
SELL
$44.98 - $56.11 $2,473 - $3,086
-55 Reduced 8.77%
572 $31,000
Q3 2023

Nov 09, 2023
BUY
$47.76 - $53.58 $27,318 - $30,647
572 Added 1040.0%
627 $30,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $2,394 - $2,756
55 New
55 $2,000

Others Institutions Holding FNDA

# of Institutions
445
Shares Held
237M
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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