Lafayette Investments, Inc. Schwab Fundamental U S Small C Transaction History

Lafayette Investments, Inc.

$468 Million
Q1 2025

A detailed history of Lafayette Investments, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 12,551 shares of FNDA stock, worth $346,533. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,551

Previous 12,150 3.3%

Holding current value

$346,533

Previous $360,000 4.72%

% of portfolio

0.07%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$26.87 - $30.99 $10,774 - $12,426	401 Added 3.3%	12,551 $343,000
Q4 2024 Feb 13, 2025	BUY	$29.26 - $59.11 $207,160 - $418,498	7,080 Added 139.64%	12,150 $360,000
Q3 2024 Oct 22, 2024	BUY	$54.26 - $60.01 $12,588 - $13,922	232 Added 4.8%	5,070 $302,000
Q2 2024 Jul 31, 2024	BUY	$52.82 - $57.21 $25,934 - $28,090	491 Added 11.3%	4,838 $265,000
Q1 2024 May 09, 2024	BUY	$52.35 - $57.03 $5,601 - $6,102	107 Added 2.52%	4,347 $247,000
Q1 2023 Apr 20, 2023	BUY	$46.21 - $53.63 $195,930 - $227,391	4,240 New	4,240 $206,000

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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Lafayette Investments, Inc. Schwab Fundamental U S Small C Transaction History