Osterweis Capital Management Inc Schwab Fundamental U S Small C Transaction History

Osterweis Capital Management Inc

  • $1.48 Billion
  • Q1 2025

A detailed history of Osterweis Capital Management Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Osterweis Capital Management Inc holds 3,972 shares of FNDA stock, worth $109,666. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,972
Previous 3,972 -0.0%
Holding current value
$109,666
Previous $117,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$29.26 - $59.11 $58,110 - $117,392
1,986 Added 100.0%
3,972 $118,000
Q2 2024

Aug 14, 2024
BUY
$52.82 - $57.21 $104,900 - $113,619
1,986 New
1,986 $109,000

Others Institutions Holding FNDA

# of Institutions
455
Shares Held
247M
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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