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

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 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 141,856 shares of FNDA stock, worth $4.31 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
141,856
Previous 188,669 24.81%
Holding current value
$4.31 Million
Previous $5.41 Billion 18.23%
% of portfolio
1.36%
Previous 1.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$28.75 - $31.93 $1.35 Million - $1.49 Million
-46,813 Reduced 24.81%
141,856 $4.42 Billion
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
501
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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