Dynamic Advisor Solutions LLC Schwab Fundamental U S Small C Transaction History

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 15,917 shares of FNDA stock, worth $477,828. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,917
Previous 15,481 2.82%
Holding current value
$477,828
Previous $423,000 7.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 09, 2025
BUY
$23.85 - $28.69 $10,398 - $12,508
436 Added 2.82%
15,917 $456,000
Q1 2025

Apr 16, 2025
BUY
$26.87 - $30.99 $415,974 - $479,756
15,481 New
15,481 $423,000
Q3 2024

Oct 07, 2024
SELL
$54.26 - $60.01 $157,136 - $173,788
-2,896 Reduced 32.39%
6,044 $360,000
Q2 2024

Jul 15, 2024
BUY
$52.82 - $57.21 $32,220 - $34,898
610 Added 7.32%
8,940 $490,000
Q1 2024

Apr 12, 2024
BUY
$52.35 - $57.03 $110,144 - $119,991
2,104 Added 33.79%
8,330 $475,000
Q4 2023

Jan 10, 2024
BUY
$44.98 - $56.11 $22,669 - $28,279
504 Added 8.81%
6,226 $344,000
Q3 2023

Oct 10, 2023
BUY
$47.76 - $53.58 $28,990 - $32,523
607 Added 11.87%
5,722 $277,000
Q2 2023

Aug 03, 2023
BUY
$46.06 - $50.45 $235,596 - $258,051
5,115 New
5,115 $258,000
Q2 2022

Jul 27, 2022
SELL
$44.28 - $53.81 $11,379 - $13,829
-257 Reduced 5.34%
4,553 $206,000
Q1 2022

Apr 11, 2022
BUY
$50.55 - $56.5 $8,542 - $9,548
169 Added 3.64%
4,810 $257,000
Q4 2021

Jan 26, 2022
BUY
$52.31 - $57.77 $366 - $404
7 Added 0.15%
4,641 $258,000
Q3 2021

Oct 28, 2021
BUY
$50.41 - $54.9 $23,743 - $25,857
471 Added 11.31%
4,634 $244,000
Q2 2021

Aug 10, 2021
SELL
$50.53 - $56.06 $353 - $392
-7 Reduced 0.17%
4,163 $226,000
Q1 2021

Apr 27, 2021
BUY
$42.36 - $53.44 $176,641 - $222,844
4,170 New
4,170 $211,000
Q1 2020

May 07, 2020
SELL
$22.56 - $40.75 $596,982 - $1.08 Million
-26,462 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$36.37 - $40.34 $47,026 - $52,159
1,293 Added 5.14%
26,462 $1.07 Million
Q3 2019

Nov 13, 2019
SELL
$37.63 - $38.85 $69,690 - $71,950
-1,852 Reduced 6.85%
25,169 $950,000
Q2 2019

Aug 13, 2019
BUY
N/A
27,021 New
27,021 $1.02 Million

Others Institutions Holding FNDA

# of Institutions
457
Shares Held
248M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
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