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

508

Shares Held

229M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

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