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

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 38,483 shares of FNDA stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,483
Previous 47,824 19.53%
Holding current value
$1.2 Million
Previous $1.31 Million 15.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 17, 2025
SELL
$23.85 - $28.69 $222,782 - $267,993
-9,341 Reduced 19.53%
38,483 $1.1 Million
Q1 2025

May 07, 2025
BUY
$26.87 - $30.99 $1 Million - $1.16 Million
37,396 Added 358.61%
47,824 $1.31 Million
Q4 2024

Jan 15, 2025
BUY
$29.26 - $59.11 $133,484 - $269,659
4,562 Added 77.77%
10,428 $309,000
Q3 2024

Oct 15, 2024
BUY
$54.26 - $60.01 $92,133 - $101,896
1,698 Added 40.74%
5,866 $349,000
Q2 2024

Jul 26, 2024
SELL
$52.82 - $57.21 $24,878 - $26,945
-471 Reduced 10.15%
4,168 $228,000
Q1 2024

Apr 30, 2024
BUY
$52.35 - $57.03 $1,361 - $1,482
26 Added 0.56%
4,639 $264,000
Q4 2023

Jan 16, 2024
BUY
$44.98 - $56.11 $3,418 - $4,264
76 Added 1.68%
4,613 $255,000
Q3 2023

Oct 13, 2023
SELL
$47.76 - $53.58 $9,026 - $10,126
-189 Reduced 4.0%
4,537 $219,000
Q2 2023

Jul 13, 2023
BUY
$46.06 - $50.45 $184 - $201
4 Added 0.08%
4,726 $238,000
Q1 2023

Apr 13, 2023
SELL
$46.21 - $53.63 $8,317 - $9,653
-180 Reduced 3.67%
4,722 $229,000
Q4 2022

Jan 20, 2023
BUY
$43.53 - $50.11 $213,384 - $245,639
4,902 New
4,902 $0
Q2 2022

Jul 15, 2022
SELL
$44.28 - $53.81 $182,522 - $221,804
-4,122 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$50.55 - $56.5 $208,367 - $232,893
4,122 New
4,122 $220,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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