Journey Advisory Group, LLC Schwab Fundamental U S Small C Transaction History

Journey Advisory Group, LLC

  • $1.31 Billion
  • Q3 2025

A detailed history of Journey Advisory Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Journey Advisory Group, LLC holds 16,266 shares of FNDA stock, worth $493,998. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,266
Previous 19,614 17.07%
Holding current value
$493,998
Previous $561,000 9.8%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$28.75 - $31.93 $96,255 - $106,901
-3,348 Reduced 17.07%
16,266 $506,000
Q1 2025

May 13, 2025
BUY
$26.87 - $30.99 $92,701 - $106,915
3,450 Added 21.34%
19,614 $537,000
Q2 2024

Aug 02, 2024
SELL
$52.82 - $57.21 $82,927 - $89,819
-1,570 Reduced 8.85%
16,164 $887,000
Q1 2024

May 09, 2024
BUY
$52.35 - $57.03 $23,191 - $25,264
443 Added 2.56%
17,734 $1.01 Million
Q4 2023

Feb 12, 2024
BUY
$44.98 - $56.11 $777,749 - $970,198
17,291 New
17,291 $957,000

Others Institutions Holding FNDA

# of Institutions
501
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
Track This Portfolio

Track Journey Advisory Group, LLC Portfolio

Follow Journey Advisory Group, 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 Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email