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 $11,344. This represents 0.0% of its overall portfolio holdings.

Number of Shares
410
Previous 205 100.0%
Holding current value
$11,344
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
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email