Mutual Advisors, LLC Schwab Fundamental U S Small C Transaction History

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mutual Advisors, LLC holds 27,715 shares of FNDA stock, worth $841,704. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,715
Previous 27,707 0.03%
Holding current value
$841,704
Previous $793,000 8.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$28.75 - $31.93 $230 - $255
8 Added 0.03%
27,715 $863,000
Q2 2025

Jul 28, 2025
BUY
$23.85 - $28.69 $22,013 - $26,480
923 Added 3.45%
27,707 $793,000
Q1 2025

Apr 28, 2025
BUY
$26.87 - $30.99 $70,856 - $81,720
2,637 Added 10.92%
26,784 $733,000
Q4 2024

Jan 17, 2025
SELL
$29.26 - $59.11 $35,843 - $72,409
-1,225 Reduced 4.83%
24,147 $717,000
Q3 2024

Oct 25, 2024
BUY
$54.26 - $60.01 $667,126 - $737,822
12,295 Added 94.02%
25,372 $1.51 Million
Q2 2024

Jul 30, 2024
BUY
$52.82 - $57.21 $135,166 - $146,400
2,559 Added 24.33%
13,077 $718,000
Q1 2024

May 02, 2024
BUY
$52.35 - $57.03 $109,882 - $119,705
2,099 Added 24.93%
10,518 $599,000
Q4 2023

Jan 12, 2024
SELL
$44.98 - $56.11 $41,921 - $52,294
-932 Reduced 9.97%
8,419 $465,000
Q3 2023

Nov 13, 2023
BUY
$47.76 - $53.58 $29,038 - $32,576
608 Added 6.95%
9,351 $453,000
Q2 2023

Jul 31, 2023
BUY
$46.06 - $50.45 $12,666 - $13,873
275 Added 3.25%
8,743 $441,000
Q1 2023

Apr 11, 2023
SELL
$46.21 - $53.63 $2,218 - $2,574
-48 Reduced 0.56%
8,468 $412,000
Q4 2022

Jan 12, 2023
BUY
$43.53 - $50.11 $37,958 - $43,695
872 Added 11.41%
8,516 $0
Q3 2022

Nov 03, 2022
BUY
$42.52 - $52.23 $325,022 - $399,246
7,644 New
7,644 $325,000

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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