Kaizen Financial Strategies Schwab Fundamental U S Small C Transaction History

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024

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 27,576 shares of FNDA stock, worth $833,898. This represents 0.99% of its overall portfolio holdings.

Number of Shares
27,576
Previous 25,776 6.98%
Holding current value
$833,898
Previous $1.42 Million 16.04%
% of portfolio
0.99%
Previous 0.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
428
Shares Held
126M
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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