Cibc Private Wealth Group, LLC Schwab Fundamental U S Small C Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 32,052 shares of FNDA stock, worth $884,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,052

Previous 31,679 1.18%

Holding current value

$884,955

Previous $940,000 6.7%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$26.87 - $30.99 $10,022 - $11,559	373 Added 1.18%	32,052 $877,000
Q4 2024 Feb 12, 2025	BUY	$29.26 - $59.11 $646,353 - $1.31 Million	22,090 Added 230.37%	31,679 $940,000
Q3 2024 Nov 13, 2024	SELL	$54.26 - $60.01 $28,540 - $31,565	-526 Reduced 5.2%	9,589 $571,000
Q2 2024 Aug 09, 2024	SELL	$52.82 - $57.21 $17,641 - $19,108	-334 Reduced 3.2%	10,115 $555,000
Q1 2024 May 10, 2024	BUY	$52.35 - $57.03 $94,648 - $103,110	1,808 Added 20.92%	10,449 $595,000
Q4 2023 Feb 13, 2024	BUY	$44.98 - $56.11 $3,328 - $4,152	74 Added 0.86%	8,641 $478,000
Q3 2023 Nov 13, 2023	BUY	$47.76 - $53.58 $409,159 - $459,019	8,567 New	8,567 $415,000
Q3 2018 Nov 14, 2018	SELL	N/A	-522 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	N/A	522 New	522 $21,000

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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Cibc Private Wealth Group, LLC Schwab Fundamental U S Small C Transaction History