Mc Grath & Associates, Inc. Schwab Fundamental U S Small C Transaction History

Mc Grath & Associates, Inc.

  • $61.4 Billion
  • Q2 2025

A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 85,927 shares of FNDA stock, worth $2.68 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares
85,927
Previous 88,618 3.04%
Holding current value
$2.68 Million
Previous $2.43 Billion 1.42%
% of portfolio
4.01%
Previous 4.43%

Shares

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

Aug 12, 2025
SELL
$23.85 - $28.69 $64,180 - $77,204
-2,691 Reduced 3.04%
85,927 $2.46 Billion
Q1 2025

Apr 10, 2025
SELL
$26.87 - $30.99 $45,383 - $52,342
-1,689 Reduced 1.87%
88,618 $2.43 Billion
Q4 2024

Feb 05, 2025
BUY
$29.26 - $59.11 $2.64 Million - $5.34 Million
90,307 New
90,307 $2.68 Billion

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
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