Coastwise Capital Group, LLC Schwab Fundamental U S Small C Transaction History

Coastwise Capital Group, LLC

$124 Million
Q2 2025

A detailed history of Coastwise Capital Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 9,641 shares of FNDA stock, worth $282,674. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,641

Previous 9,617 0.25%

Holding current value

$282,674

Previous $263,000 4.94%

% of portfolio

0.22%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$23.85 - $28.69 $572 - $688	24 Added 0.25%	9,641 $276,000
Q1 2025 May 05, 2025	BUY	$26.87 - $30.99 $483 - $557	18 Added 0.19%	9,617 $263,000
Q4 2024 Jan 23, 2025	BUY	$29.26 - $59.11 $160,198 - $323,627	5,475 Added 132.76%	9,599 $285,000
Q3 2024 Nov 14, 2024	BUY	$54.26 - $60.01 $1,627 - $1,800	30 Added 0.73%	4,124 $245,000
Q2 2024 Aug 14, 2024	SELL	$52.82 - $57.21 $3,116 - $3,375	-59 Reduced 1.42%	4,094 $224,000
Q1 2024 May 14, 2024	BUY	$52.35 - $57.03 $217,409 - $236,845	4,153 New	4,153 $236,000

Others Institutions Holding FNDA

# of Institutions

463

Shares Held

248M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Coastwise Capital Group, LLC Schwab Fundamental U S Small C Transaction History