Cetera Investment Advisers Schwab Fundamental U S Small C Transaction History

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025

A detailed history of Cetera Investment Advisers transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cetera Investment Advisers holds 107,948 shares of FNDA stock, worth $2.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
107,948
Previous 90,209 19.66%
Holding current value
$2.98 Million
Previous $2.68 Million 10.34%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$26.87 - $30.99 $476,646 - $549,731
17,739 Added 19.66%
107,948 $2.96 Million
Q4 2024

Feb 13, 2025
BUY
$29.26 - $59.11 $1.29 Million - $2.62 Million
44,253 Added 96.29%
90,209 $2.68 Million
Q3 2024

Nov 13, 2024
BUY
$54.26 - $60.01 $224,799 - $248,621
4,143 Added 9.91%
45,956 $2.74 Million
Q2 2024

Aug 22, 2024
BUY
$52.82 - $57.21 $75,691 - $81,981
1,433 Added 3.55%
41,813 $2.3 Million
Q1 2024

May 24, 2024
BUY
$52.35 - $57.03 $1.74 Million - $1.9 Million
33,328 Added 472.6%
40,380 $2.3 Million
Q1 2024

May 14, 2024
BUY
$52.35 - $57.03 $14,553 - $15,854
278 Added 4.1%
7,052 $402,000
Q4 2023

Feb 13, 2024
BUY
$44.98 - $56.11 $22,669 - $28,279
504 Added 8.04%
6,774 $374,000
Q3 2023

Nov 14, 2023
SELL
$47.76 - $53.58 $40,548 - $45,489
-849 Reduced 11.93%
6,270 $304,000
Q2 2023

Aug 09, 2023
BUY
$46.06 - $50.45 $38,828 - $42,529
843 Added 13.43%
7,119 $359,000
Q1 2023

May 15, 2023
BUY
$46.21 - $53.63 $323 - $375
7 Added 0.11%
6,276 $305,000
Q4 2022

Feb 14, 2023
BUY
$43.53 - $50.11 $272,889 - $314,139
6,269 New
6,269 $292,000

Others Institutions Holding FNDA

# of Institutions
455
Shares Held
247M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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  • Ticker FNDA
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