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

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

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 10,428 shares of FNDA stock, worth $317,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,428
Previous 5,866 77.77%
Holding current value
$317,845
Previous $349,000 11.46%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
439
Shares Held
131M
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 Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email