Nfp Retirement, Inc. Schwab Fundamental U S Small C Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

A detailed history of Nfp Retirement, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Nfp Retirement, Inc. holds 284,794 shares of FNDA stock, worth $8.59 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

284,794

Previous 135,683 109.9%

Holding current value

$8.59 Million

Previous $8.08 Billion 4.65%

% of portfolio

0.67%

Previous 0.65%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$29.26 - $59.11 $4.36 Million - $8.81 Million	149,111 Added 109.9%	284,794 $8.46 Billion
Q3 2024 Feb 13, 2025	BUY	$54.26 - $60.01 $349,542 - $386,584	6,442 Added 4.98%	135,683 $8.08 Billion
Q2 2024 Feb 13, 2025	BUY	$52.82 - $57.21 $333,399 - $361,109	6,312 Added 5.13%	129,241 $7.1 Billion
Q1 2024 Feb 13, 2025	SELL	$52.35 - $57.03 $1.55 Million - $1.68 Million	-29,515 Reduced 19.36%	122,929 $7.01 Billion
Q4 2023 Feb 13, 2025	BUY	$44.98 - $56.11 $746,982 - $931,818	16,607 Added 12.23%	152,444 $8.44 Billion
Q3 2023 Feb 13, 2025	BUY	$47.76 - $53.58 $2.64 Million - $2.96 Million	55,322 Added 68.71%	135,837 $6.59 Billion
Q2 2023 Feb 13, 2025	BUY	$46.06 - $50.45 $1.48 Million - $1.62 Million	32,051 Added 66.13%	80,515 $4.06 Billion
Q1 2023 Feb 13, 2025	BUY	$46.21 - $53.63 $646,755 - $750,605	13,996 Added 40.61%	48,464 $2.36 Billion
Q4 2022 Feb 13, 2025	BUY	$43.53 - $50.11 $1.5 Million - $1.73 Million	34,468 New	34,468 $1.61 Billion

Others Institutions Holding FNDA

# of Institutions

466

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Nfp Retirement, Inc. Schwab Fundamental U S Small C Transaction History