Pinnacle Wealth Planning Services, Inc. Schwab Fundamental U S Small C Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 34,534 shares of FNDA stock, worth $1.05 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
34,534
Previous 34,534 -0.0%
Holding current value
$1.05 Million
Previous $989,000 8.8%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Aug 11, 2025
BUY
$23.85 - $28.69 $823,635 - $990,780
34,534 New
34,534 $989,000

Others Institutions Holding FNDA

# of Institutions
501
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
  • Sector ETFs
  • Industry ETFs
More about FNDA
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