A detailed history of Hbw Advisory Services LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hbw Advisory Services LLC holds 27,747 shares of FNDA stock, worth $826,305. This represents 0.27% of its overall portfolio holdings.

Number of Shares
27,747
Previous 27,128 2.28%
Holding current value
$826,305
Previous $1.49 Million 10.95%
% of portfolio
0.27%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$54.26 - $60.01 $33,586 - $37,146
619 Added 2.28%
27,747 $1.65 Million
Q2 2024

Jul 05, 2024

BUY
$52.82 - $57.21 $1.43 Million - $1.55 Million
27,128 New
27,128 $1.49 Million
Q2 2023

Jul 05, 2023

BUY
$46.06 - $50.45 $590,304 - $646,567
12,816 New
12,816 $647,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services 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 Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.