Johnson Financial Group, Inc. Schwab Fundamental U S Small C Transaction History

Johnson Financial Group, Inc.

$2.2 Billion
Q2 2025

A detailed history of Johnson Financial Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Johnson Financial Group, Inc. holds 5,758 shares of FNDA stock, worth $179,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,758

Previous 5,740 0.31%

Holding current value

$179,822

Previous $157,000 4.46%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$23.85 - $28.69 $429 - $516	18 Added 0.31%	5,758 $164,000
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $167,952 - $339,291	5,740 New	5,740 $170,000
Q4 2023 Feb 09, 2024	BUY	$44.98 - $56.11 $14,123 - $17,618	314 Added 219.58%	457 $25,000
Q3 2023 Nov 14, 2023	SELL	$47.76 - $53.58 $5,635 - $6,322	-118 Reduced 45.21%	143 $6,000
Q2 2023 Aug 14, 2023	BUY	$46.06 - $50.45 $12,021 - $13,167	261 New	261 $13,000

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Johnson Financial Group, Inc. Schwab Fundamental U S Small C Transaction History