Northwestern Mutual Wealth Management CO Schwab Fundamental U S Small C Transaction History

Northwestern Mutual Wealth Management CO

  • $136 Billion
  • Q2 2025

A detailed history of Northwestern Mutual Wealth Management CO transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 462,818 shares of FNDA stock, worth $14.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
462,818
Previous 423,010 9.41%
Holding current value
$14.5 Million
Previous $11.6 Million 14.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$23.85 - $28.69 $949,420 - $1.14 Million
39,808 Added 9.41%
462,818 $13.3 Million
Q1 2025

May 14, 2025
BUY
$26.87 - $30.99 $1.2 Million - $1.38 Million
44,658 Added 11.8%
423,010 $11.6 Million
Q4 2024

Feb 11, 2025
BUY
$29.26 - $59.11 $5.64 Million - $11.4 Million
192,845 Added 103.96%
378,352 $11.2 Million
Q3 2024

Nov 12, 2024
BUY
$54.26 - $60.01 $254,642 - $281,626
4,693 Added 2.6%
185,507 $11.1 Million
Q2 2024

Aug 15, 2024
BUY
$52.82 - $57.21 $58,735 - $63,617
1,112 Added 0.62%
180,814 $9.93 Million
Q1 2024

May 15, 2024
BUY
$52.35 - $57.03 $5.31 Million - $5.78 Million
101,394 Added 129.48%
179,702 $10.2 Million
Q4 2023

Feb 13, 2024
BUY
$44.98 - $56.11 $446,651 - $557,172
9,930 Added 14.52%
78,308 $4.33 Million
Q3 2023

Nov 14, 2023
BUY
$47.76 - $53.58 $506,494 - $568,215
10,605 Added 18.36%
68,378 $3.32 Million
Q2 2023

Aug 14, 2023
BUY
$46.06 - $50.45 $392,753 - $430,187
8,527 Added 17.32%
57,773 $2.91 Million
Q1 2023

May 15, 2023
BUY
$46.21 - $53.63 $368,293 - $427,431
7,970 Added 19.31%
49,246 $2.4 Million
Q4 2022

Feb 21, 2023
BUY
$43.53 - $50.11 $768,522 - $884,692
17,655 Added 74.74%
41,276 $1.93 Million
Q3 2022

Nov 14, 2022
BUY
$42.52 - $52.23 $608,673 - $747,672
14,315 Added 153.83%
23,621 $1 Million
Q2 2022

Aug 04, 2022
BUY
$44.28 - $53.81 $92,678 - $112,624
2,093 Added 29.02%
9,306 $422,000
Q1 2022

May 09, 2022
BUY
$50.55 - $56.5 $134,766 - $150,629
2,666 Added 58.63%
7,213 $386,000
Q4 2021

Feb 03, 2022
BUY
$52.31 - $57.77 $88,927 - $98,209
1,700 Added 59.71%
4,547 $253,000
Q3 2021

Nov 15, 2021
BUY
$50.41 - $54.9 $33,472 - $36,453
664 Added 30.42%
2,847 $150,000
Q2 2021

Aug 13, 2021
SELL
$50.53 - $56.06 $41,889 - $46,473
-829 Reduced 27.52%
2,183 $118,000
Q1 2021

May 14, 2021
BUY
$42.36 - $53.44 $10,547 - $13,306
249 Added 9.01%
3,012 $153,000
Q4 2020

Feb 12, 2021
BUY
$33.5 - $43.02 $80,065 - $102,817
2,390 Added 640.75%
2,763 $119,000
Q3 2020

Nov 13, 2020
SELL
$30.58 - $35.51 $2,996 - $3,479
-98 Reduced 20.81%
373 $12,000
Q2 2020

Aug 14, 2020
BUY
$23.69 - $35.9 $9,831 - $14,898
415 Added 741.07%
471 $15,000
Q1 2020

May 08, 2020
SELL
$22.56 - $40.75 $69,890 - $126,243
-3,098 Reduced 98.22%
56 $1,000
Q4 2019

Feb 13, 2020
SELL
$36.37 - $40.34 $32,623 - $36,184
-897 Reduced 22.14%
3,154 $127,000
Q3 2019

Nov 12, 2019
BUY
$37.63 - $38.85 $37,027 - $38,228
984 Added 32.08%
4,051 $153,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,149 Reduced 27.25%
3,067 $116,000
Q1 2019

May 10, 2019
SELL
N/A
-2,660 Reduced 38.69%
4,216 $157,000
Q4 2018

Feb 12, 2019
SELL
N/A
-390 Reduced 5.37%
6,876 $226,000
Q3 2018

Nov 01, 2018
BUY
N/A
627 Added 9.44%
7,266 $296,000
Q2 2018

Aug 10, 2018
BUY
N/A
2,973 Added 81.1%
6,639 $265,000
Q1 2018

May 14, 2018
BUY
N/A
659 Added 21.92%
3,666 $137,000
Q4 2017

Jan 31, 2018
BUY
N/A
324 Added 12.08%
3,007 $114,000
Q3 2017

Nov 07, 2017
BUY
N/A
1,010 Added 60.37%
2,683 $97,000
Q2 2017

Aug 10, 2017
BUY
N/A
1,673
1,673 $58,000

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

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