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 $224,761. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,362
Previous 7,424 0.84%
Holding current value
$224,761
Previous $203,000 3.45%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
467
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
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