Moller Financial Services Schwab Fundamental U S Small C Transaction History

Moller Financial Services

  • $369 Million
  • Q1 2024

A detailed history of Moller Financial Services transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Moller Financial Services holds 527,457 shares of FNDA stock, worth $28.8 Million. This represents 8.15% of its overall portfolio holdings.

Number of Shares
527,457
Previous 532,031 0.86%
Holding current value
$28.8 Million
Previous $29.4 Million 2.15%
% of portfolio
8.15%
Previous 8.3%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$52.35 - $57.03 $239,448 - $260,855
-4,574 Reduced 0.86%
527,457 $30.1 Million
Q4 2023

Jan 10, 2024
BUY
$44.98 - $56.11 $859,342 - $1.07 Million
19,105 Added 3.72%
532,031 $29.4 Million
Q3 2023

Oct 16, 2023
SELL
$47.76 - $53.58 $189,511 - $212,605
-3,968 Reduced 0.77%
512,926 $24.9 Million
Q2 2023

Jul 17, 2023
BUY
$46.06 - $50.45 $905,769 - $992,099
19,665 Added 3.95%
516,894 $26.1 Million
Q1 2023

Apr 17, 2023
BUY
$46.21 - $53.63 $174,904 - $202,989
3,785 Added 0.77%
497,229 $24.2 Million
Q4 2022

Jan 18, 2023
BUY
$45.89 - $50.11 $1.34 Million - $1.46 Million
29,139 Added 6.28%
493,444 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-2,796 Reduced 0.6%
464,305 $19.7 Million
Q2 2022

Jul 21, 2022
BUY
N/A
32,088 Added 7.38%
467,101 $21.1 Million
Q1 2022

Apr 14, 2022
BUY
N/A
23,714 Added 5.77%
435,013 $23.3 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-2,737 Reduced 0.66%
411,299 $22.9 Million
Q3 2021

Oct 20, 2021
BUY
N/A
11,368 Added 2.82%
414,036 $21.8 Million
Q2 2021

Jul 22, 2021
BUY
N/A
3,616 Added 0.91%
402,668 $21.9 Million
Q1 2021

Apr 19, 2021
BUY
N/A
39,655 Added 11.03%
399,052 $20.2 Million
Q4 2020

Jan 11, 2021
SELL
N/A
-35,310 Reduced 8.95%
359,397 $15.4 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-35,827 Reduced 8.32%
394,707 $13 Million
Q2 2020

Jul 20, 2020
BUY
N/A
25,014 Added 6.17%
430,534 $13.7 Million
Q1 2020

Apr 20, 2020
BUY
N/A
212,918 Added 110.55%
405,520 $10.5 Million
Q4 2019

Jan 13, 2020
BUY
N/A
37,551 Added 24.22%
192,602 $7.75 Million
Q3 2019

Oct 18, 2019
BUY
N/A
59,767 Added 62.73%
155,051 $5.86 Million
Q2 2019

Jul 19, 2019
BUY
N/A
77,535 Added 436.84%
95,284 $3.59 Million
Q1 2019

Apr 16, 2019
BUY
N/A
17,749 New
17,749 $661,000

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
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