Madison Wealth Management Schwab Fundamental U S Small C Transaction History

Madison Wealth Management

  • $449 Million
  • Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Madison Wealth Management holds 169,417 shares of FNDA stock, worth $9.26 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
169,417
Previous 159,905 5.95%
Holding current value
$9.26 Million
Previous $8.07 Million 1.83%
% of portfolio
1.83%
Previous 1.72%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
BUY
$47.76 - $53.58 $454,293 - $509,652
9,512 Added 5.95%
169,417 $8.22 Million
Q2 2023

Aug 10, 2023
BUY
$46.06 - $50.45 $239,512 - $262,340
5,200 Added 3.36%
159,905 $8.07 Million
Q1 2023

May 08, 2023
BUY
$46.21 - $53.63 $769,766 - $893,368
16,658 Added 12.07%
154,705 $7.53 Million
Q4 2022

Feb 08, 2023
BUY
$45.89 - $50.11 $1.26 Million - $1.38 Million
27,510 Added 24.89%
138,047 $6.45 Million
Q3 2022

Nov 10, 2022
BUY
N/A
26,022 Added 30.79%
110,537 $4.7 Million
Q2 2022

Aug 11, 2022
BUY
N/A
1,608 Added 1.94%
84,515 $3.82 Million
Q1 2022

May 16, 2022
BUY
N/A
11,031 Added 15.35%
82,907 $0
Q4 2021

Feb 11, 2022
BUY
N/A
7,733 Added 12.06%
71,876 $4 Million
Q3 2021

Nov 12, 2021
BUY
N/A
4,415 Added 7.39%
64,143 $3.38 Million
Q2 2021

Aug 12, 2021
BUY
N/A
15,055 Added 33.7%
59,728 $3.25 Million
Q1 2021

May 11, 2021
BUY
N/A
12,669 Added 39.59%
44,673 $2.26 Million
Q4 2020

Feb 09, 2021
BUY
N/A
10,722 Added 50.38%
32,004 $1.37 Million
Q3 2020

Nov 09, 2020
BUY
N/A
2,676 Added 14.38%
21,282 $703,000
Q2 2020

Aug 14, 2020
BUY
N/A
3,281 Added 21.41%
18,606 $590,000
Q1 2020

May 08, 2020
SELL
N/A
-36,540 Reduced 70.45%
15,325 $396,000
Q4 2019

Feb 11, 2020
BUY
N/A
51,865 New
51,865 $2.09 Million

Others Institutions Holding FNDA

# of Institutions
384
Shares Held
120M
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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