Hbw Advisory Services LLC Schwab Fundamental U S Small C Transaction History

Hbw Advisory Services LLC

$634 Million
Q1 2025

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 58,587 shares of FNDA stock, worth $1.6 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

58,587

Previous 54,820 6.87%

Holding current value

$1.6 Million

Previous $1.63 Million 1.66%

% of portfolio

0.25%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$26.87 - $30.99 $101,219 - $116,739	3,767 Added 6.87%	58,587 $1.6 Million
Q4 2024 Jan 10, 2025	BUY	$29.26 - $59.11 $792,155 - $1.6 Million	27,073 Added 97.57%	54,820 $1.63 Million
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

# of Institutions

473

Shares Held

246M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Hbw Advisory Services LLC Schwab Fundamental U S Small C Transaction History