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 12,150 shares of FNDA stock, worth $366,565. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,150
Previous 5,070 139.64%
Holding current value
$366,565
Previous $302,000 19.21%
% of portfolio
0.08%
Previous 0.06%

Shares

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

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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