Lbmc Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History

Lbmc Investment Advisors, LLC

  • $1.53 Billion
  • Q3 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 21,854 shares of FNDA stock, worth $682,500. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,854
Previous 21,854 -0.0%
Holding current value
$682,500
Previous $626,000 8.63%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$26.87 - $30.99 $128,922 - $148,690
-4,798 Reduced 18.0%
21,854 $597,000
Q4 2024

Jan 16, 2025
BUY
$29.26 - $59.11 $389,918 - $787,699
13,326 Added 100.0%
26,652 $791,000
Q3 2023

Oct 05, 2023
SELL
$47.76 - $53.58 $12,465 - $13,984
-261 Reduced 1.92%
13,326 $646,000
Q4 2022

Jan 10, 2023
BUY
$43.53 - $50.11 $26,292 - $30,266
604 Added 4.65%
13,587 $0
Q3 2022

Oct 07, 2022
SELL
$42.52 - $52.23 $91,290 - $112,137
-2,147 Reduced 14.19%
12,983 $552,000
Q2 2022

Jul 07, 2022
BUY
$44.28 - $53.81 $201,296 - $244,620
4,546 Added 42.95%
15,130 $685,000
Q4 2021

Mar 17, 2022
BUY
$52.31 - $57.77 $475,184 - $524,782
9,084 Added 605.6%
10,584 $589,000
Q3 2021

Nov 15, 2021
SELL
$50.41 - $54.9 $427,375 - $465,442
-8,478 Reduced 84.97%
1,500 $556,000
Q2 2021

Aug 02, 2021
SELL
$50.53 - $56.06 $28,145 - $31,225
-557 Reduced 5.29%
9,978 $543,000
Q1 2021

Apr 20, 2021
BUY
$42.36 - $53.44 $23,594 - $29,766
557 Added 5.58%
10,535 $534,000
Q4 2020

Jan 21, 2021
BUY
$33.5 - $43.02 $8,743 - $11,228
261 Added 2.69%
9,978 $428,000
Q2 2018

Aug 03, 2018
BUY
N/A
9,717 New
9,717 $388,000

Others Institutions Holding FNDA

# of Institutions
464
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
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