Independent Advisor Alliance Schwab Fundamental U S Small C Transaction History

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Independent Advisor Alliance holds 10,334 shares of FNDA stock, worth $324,797. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,334
Previous 10,448 1.09%
Holding current value
$324,797
Previous $286,000 3.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 11, 2025
SELL
$23.85 - $28.69 $2,718 - $3,270
-114 Reduced 1.09%
10,334 $296,000
Q1 2025

May 12, 2025
SELL
$26.87 - $30.99 $40,493 - $46,701
-1,507 Reduced 12.61%
10,448 $286,000
Q4 2024

Feb 07, 2025
BUY
$29.26 - $59.11 $349,803 - $706,660
11,955 New
11,955 $355,000
Q1 2020

May 14, 2020
SELL
$22.56 - $40.75 $156,588 - $282,845
-6,941 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$36.37 - $40.34 $252,444 - $279,999
6,941 New
6,941 $279,000

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

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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