Plante Moran Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,874 shares of FNDA stock, worth $89,755. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,874
Previous 2,874 -0.0%
Holding current value
$89,755
Previous $78,000 5.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
$29.26 - $59.11 $42,046 - $84,941
1,437 Added 100.0%
2,874 $85,000
Q2 2024

Aug 12, 2024
SELL
$52.82 - $57.21 $4,965 - $5,377
-94 Reduced 6.14%
1,437 $78,000
Q1 2024

May 09, 2024
SELL
$52.35 - $57.03 $22,144 - $24,123
-423 Reduced 21.65%
1,531 $87,000
Q4 2023

Feb 05, 2024
BUY
$44.98 - $56.11 $23,254 - $29,008
517 Added 35.98%
1,954 $108,000
Q3 2023

Nov 07, 2023
BUY
$47.76 - $53.58 $5,874 - $6,590
123 Added 9.36%
1,437 $69,000
Q1 2023

May 08, 2023
SELL
$46.21 - $53.63 $35,212 - $40,866
-762 Reduced 36.71%
1,314 $63,000
Q4 2022

Feb 09, 2023
BUY
$43.53 - $50.11 $22,374 - $25,756
514 Added 32.91%
2,076 $96,000
Q3 2022

Nov 02, 2022
BUY
$42.52 - $52.23 $60,591 - $74,427
1,425 Added 1040.15%
1,562 $66,000
Q2 2022

Aug 02, 2022
SELL
$44.28 - $53.81 $19,483 - $23,676
-440 Reduced 76.26%
137 $6,000
Q1 2022

May 06, 2022
BUY
$50.55 - $56.5 $22,242 - $24,860
440 Added 321.17%
577 $31,000
Q1 2021

May 13, 2021
BUY
$42.36 - $53.44 $5,803 - $7,321
137 New
137 $7,000
Q1 2019

May 13, 2019
SELL
N/A
-91 Closed
0 $0
Q4 2018

Jan 29, 2019
BUY
N/A
91 New
91 $3,000
Q1 2018

May 01, 2018
SELL
N/A
-1,338 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
1,338
1,338 $49,000

Others Institutions Holding FNDA

# of Institutions
465
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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  • Ticker FNDA
  • Sector ETFs
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