Global Wealth Strategies & Associates Schwab Fundamental U S Small C Transaction History

Global Wealth Strategies & Associates

$389 Billion
Q3 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 416 shares of FNDA stock, worth $13,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares

416

Previous 382 8.9%

Holding current value

$13,074

Previous $10.9 Million 18.49%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	BUY	$28.75 - $31.93 $977 - $1,085	34 Added 8.9%	416 $13 Million
Q2 2025 Jul 07, 2025	BUY	$23.85 - $28.69 $23 - $28	1 Added 0.26%	382 $10.9 Million
Q1 2025 Apr 02, 2025	SELL	$26.87 - $30.99 $7,120 - $8,212	-265 Reduced 41.02%	381 $10.4 Million
Q4 2024 Jan 02, 2025	BUY	$29.26 - $59.11 $9,480 - $19,151	324 Added 100.62%	646 $19.2 Million
Q2 2023 Jul 05, 2023	SELL	$46.06 - $50.45 $875 - $958	-19 Reduced 5.57%	322 $16.2 Million
Q1 2023 Apr 03, 2023	BUY	$46.21 - $53.63 $877 - $1,018	19 Added 5.9%	341 $16.6 Million
Q4 2022 Jan 17, 2023	BUY	$43.53 - $50.11 $14,016 - $16,135	322 New	322 $15 Million

Others Institutions Holding FNDA

# of Institutions

464

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 Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Account

Global Wealth Strategies & Associates Schwab Fundamental U S Small C Transaction History