Eq Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History

Eq Wealth Advisors, LLC

$152 Billion
Q3 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 78,488 shares of FNDA stock, worth $2.38 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

78,488

Previous 78,201 0.37%

Holding current value

$2.38 Million

Previous $2.24 Billion 9.16%

% of portfolio

1.61%

Previous 1.53%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$28.75 - $31.93 $8,251 - $9,163	287 Added 0.37%	78,488 $2.45 Billion
Q2 2025 Jul 28, 2025	BUY	$23.85 - $28.69 $422,145 - $507,813	17,700 Added 29.26%	78,201 $2.24 Billion
Q1 2025 Apr 22, 2025	SELL	$26.87 - $30.99 $98,290 - $113,361	-3,658 Reduced 5.7%	60,501 $1.66 Billion
Q4 2024 Jan 24, 2025	BUY	$29.26 - $59.11 $1.88 Million - $3.79 Million	64,159 New	64,159 $1.91 Billion

Others Institutions Holding FNDA

# of Institutions

501

Shares Held

228M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Account

Eq Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History