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

Coastwise Capital Group, LLC

  • $118 Million
  • Q1 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 9,617 shares of FNDA stock, worth $272,161. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,617
Previous 9,599 0.19%
Holding current value
$272,161
Previous $285,000 7.72%
% of portfolio
0.22%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
455
Shares Held
247M
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
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More about FNDA
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