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

Gsb Wealth Management, LLC

$378 Million
Q4 2024

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 225,961 shares of FNDA stock, worth $6.62 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

225,961

Previous 94,338 139.52%

Holding current value

$6.62 Million

Previous $5.62 Million 19.43%

% of portfolio

1.77%

Previous 1.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

471

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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