Kaizen Financial Strategies Schwab Fundamental U S Small C Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kaizen Financial Strategies holds 55,113 shares of FNDA stock, worth $1.52 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

55,113

Previous 56,788 2.95%

Holding current value

$1.52 Million

Previous $1.69 Million 10.68%

% of portfolio

0.93%

Previous 1.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$26.87 - $30.99 $45,007 - $51,908	-1,675 Reduced 2.95%	55,113 $1.51 Million
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $854,743 - $1.73 Million	29,212 Added 105.93%	56,788 $1.69 Million
Q3 2024 Nov 04, 2024	BUY	$54.26 - $60.01 $97,668 - $108,018	1,800 Added 6.98%	27,576 $1.64 Million
Q2 2024 Aug 02, 2024	BUY	$52.82 - $57.21 $25,036 - $27,117	474 Added 1.87%	25,776 $1.42 Million
Q1 2024 May 02, 2024	BUY	$52.35 - $57.03 $33,975 - $37,012	649 Added 2.63%	25,302 $1.44 Million
Q4 2023 Jan 18, 2024	SELL	$44.98 - $56.11 $33,105 - $41,296	-736 Reduced 2.9%	24,653 $1.36 Million
Q3 2023 Oct 31, 2023	BUY	$47.76 - $53.58 $1.21 Million - $1.36 Million	25,389 New	25,389 $1.23 Million

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Kaizen Financial Strategies Schwab Fundamental U S Small C Transaction History