Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Small C Transaction History

Dhjj Financial Advisors, Ltd.

  • $242 Million
  • Q2 2025

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 5,460 shares of FNDA stock, worth $170,515. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,460
Previous 3,945 38.4%
Holding current value
$170,515
Previous $107,000 45.79%
% of portfolio
0.06%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$23.85 - $28.69 $36,132 - $43,465
1,515 Added 38.4%
5,460 $156,000
Q1 2025

Apr 18, 2025
SELL
$26.87 - $30.99 $3,439 - $3,966
-128 Reduced 3.14%
3,945 $107,000
Q4 2024

Jan 29, 2025
BUY
$29.26 - $59.11 $59,719 - $120,643
2,041 Added 100.44%
4,073 $120,000
Q3 2024

Oct 22, 2024
BUY
$54.26 - $60.01 $379 - $420
7 Added 0.35%
2,032 $121,000
Q1 2024

Apr 11, 2024
SELL
$52.35 - $57.03 $8,323 - $9,067
-159 Reduced 7.28%
2,025 $115,000
Q4 2023

Jan 29, 2024
SELL
$44.98 - $56.11 $1,754 - $2,188
-39 Reduced 1.75%
2,184 $120,000
Q3 2023

Oct 10, 2023
BUY
$47.76 - $53.58 $106,170 - $119,108
2,223 New
2,223 $107,000

Others Institutions Holding FNDA

# of Institutions
465
Shares Held
228M
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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