Foundations Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 127,621 shares of FNDA stock, worth $3.99 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

127,621

Previous 111,347 14.62%

Holding current value

$3.99 Million

Previous $3.05 Million 19.91%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$23.85 - $28.69 $388,134 - $466,901	16,274 Added 14.62%	127,621 $3.66 Million
Q1 2025 May 07, 2025	BUY	$26.87 - $30.99 $247,177 - $285,077	9,199 Added 9.01%	111,347 $3.05 Million
Q4 2024 Jan 22, 2025	BUY	$29.26 - $59.11 $1.79 Million - $3.62 Million	61,170 Added 149.28%	102,148 $3.03 Million
Q3 2024 Oct 21, 2024	BUY	$54.26 - $60.01 $1.02 Million - $1.12 Million	18,746 Added 84.32%	40,978 $2.44 Million
Q2 2024 Aug 02, 2024	BUY	$52.82 - $57.21 $589,471 - $638,463	11,160 Added 100.79%	22,232 $1.22 Million
Q1 2024 May 13, 2024	BUY	$52.35 - $57.03 $579,619 - $631,436	11,072 New	11,072 $631,000

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Foundations Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History