Gsb Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Gsb Wealth Management, LLC

  • $384 Million
  • Q2 2025

A detailed history of Gsb Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 310,459 shares of FNDA stock, worth $9.1 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
310,459
Previous 288,368 7.66%
Holding current value
$9.1 Million
Previous $7.88 Million 12.83%
% of portfolio
2.32%
Previous 2.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$23.85 - $28.69 $526,870 - $633,790
22,091 Added 7.66%
310,459 $8.89 Million
Q1 2025

Apr 18, 2025
BUY
$26.87 - $30.99 $1.68 Million - $1.93 Million
62,407 Added 27.62%
288,368 $7.88 Million
Q4 2024

Jan 21, 2025
BUY
$29.26 - $59.11 $3.85 Million - $7.78 Million
131,623 Added 139.52%
225,961 $6.71 Million
Q3 2024

Oct 25, 2024
BUY
$54.26 - $60.01 $602,448 - $666,291
11,103 Added 13.34%
94,338 $5.62 Million
Q2 2024

Jul 18, 2024
BUY
$52.82 - $57.21 $324,790 - $351,784
6,149 Added 7.98%
83,235 $4.57 Million
Q1 2024

May 02, 2024
BUY
$52.35 - $57.03 $275,151 - $299,749
5,256 Added 7.32%
77,086 $4.4 Million
Q4 2023

Feb 13, 2024
BUY
$44.98 - $56.11 $196,922 - $245,649
4,378 Added 6.49%
71,830 $3.98 Million
Q3 2023

Nov 13, 2023
BUY
$47.76 - $53.58 $474,018 - $531,781
9,925 Added 17.25%
67,452 $3.27 Million
Q2 2023

Aug 08, 2023
BUY
$46.06 - $50.45 $918,252 - $1.01 Million
19,936 Added 53.03%
57,527 $2.9 Million
Q1 2023

May 15, 2023
BUY
$46.21 - $53.63 $1.19 Million - $1.38 Million
25,731 Added 216.96%
37,591 $1.83 Million
Q4 2022

Feb 16, 2023
BUY
$43.53 - $50.11 $516,265 - $594,304
11,860 New
11,860 $554,000

Others Institutions Holding FNDA

# of Institutions
463
Shares Held
248M
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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