Mogy Joel R Investment Counsel Inc Schwab Fundamental U S Small C Transaction History

Mogy Joel R Investment Counsel Inc

  • $1.72 Billion
  • Q2 2025

A detailed history of Mogy Joel R Investment Counsel Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 406 shares of FNDA stock, worth $12,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares
406
Holding current value
$12,760
% of portfolio
0.0%

Shares

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

Jul 10, 2025
BUY
$23.85 - $28.69 $9,683 - $11,648
406 New
406 $11,000
Q1 2024

Apr 30, 2024
BUY
$52.35 - $57.03 $20,154 - $21,956
385 New
385 $21,000

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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