Patten & Patten Inc Schwab Fundamental U S Small C Transaction History

Patten & Patten Inc

$1.46 Billion
Q2 2025

A detailed history of Patten & Patten Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Patten & Patten Inc holds 7,362 shares of FNDA stock, worth $231,461. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,362

Previous 7,424 0.84%

Holding current value

$231,461

Previous $203,000 3.45%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$23.85 - $28.69 $1,478 - $1,778	-62 Reduced 0.84%	7,362 $210,000
Q1 2025 May 07, 2025	BUY	$26.87 - $30.99 $7,093 - $8,181	264 Added 3.69%	7,424 $203,000
Q4 2024 Feb 10, 2025	BUY	$29.26 - $59.11 $104,750 - $211,613	3,580 Added 100.0%	7,160 $212,000
Q3 2024 Nov 04, 2024	BUY	$54.26 - $60.01 $194,250 - $214,835	3,580 New	3,580 $213,000
Q1 2024 May 10, 2024	BUY	$52.35 - $57.03 $187,413 - $204,167	3,580 New	3,580 $204,000

Others Institutions Holding FNDA

# of Institutions

465

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Patten & Patten Inc Schwab Fundamental U S Small C Transaction History