Liberty Square Wealth Partners LLC Schwab Fundamental U S Small C Transaction History

Liberty Square Wealth Partners LLC

  • $289 Billion
  • Q2 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 188,669 shares of FNDA stock, worth $5.53 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
188,669
Previous 128,152 47.22%
Holding current value
$5.53 Million
Previous $3.51 Billion 54.0%
% of portfolio
1.87%
Previous 1.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$23.85 - $28.69 $1.44 Million - $1.74 Million
60,517 Added 47.22%
188,669 $5.41 Billion
Q1 2025

Apr 29, 2025
BUY
$26.87 - $30.99 $559,728 - $645,552
20,831 Added 19.41%
128,152 $3.51 Billion
Q4 2024

Feb 24, 2025
BUY
$29.26 - $59.11 $3.14 Million - $6.34 Million
107,321 New
107,321 $3.24 Billion

Others Institutions Holding FNDA

# of Institutions
463
Shares Held
248M
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
Track This Portfolio

Track Liberty Square Wealth Partners LLC Portfolio

Follow Liberty Square Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email