Glassman Wealth Services Schwab Fundamental U S Small C Transaction History

Glassman Wealth Services

  • $593 Million
  • Q4 2024

A detailed history of Glassman Wealth Services transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Glassman Wealth Services holds 410 shares of FNDA stock, worth $11,529. This represents 0.0% of its overall portfolio holdings.

Number of Shares
410
Previous 205 100.0%
Holding current value
$11,529
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$29.26 - $59.11 $5,998 - $12,117
205 Added 100.0%
410 $12,000
Q2 2023

Aug 08, 2023
SELL
$46.06 - $50.45 $49,975 - $54,738
-1,085 Reduced 84.11%
205 $10,000
Q1 2023

May 04, 2023
BUY
$46.21 - $53.63 $59,610 - $69,182
1,290 New
1,290 $62,000
Q4 2021

Feb 14, 2022
SELL
$52.31 - $57.77 $1,150 - $1,270
-22 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$50.41 - $54.9 $1,109 - $1,207
22 New
22 $1,000

Others Institutions Holding FNDA

# of Institutions
472
Shares Held
245M
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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