A detailed history of Principal Securities, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Principal Securities, Inc. holds 561 shares of FNDA stock, worth $33,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
561
Previous 406 38.18%
Holding current value
$33,160
Previous $23.2 Million 33.03%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$52.82 - $57.21 $8,187 - $8,867
155 Added 38.18%
561 $30.8 Million
Q1 2024

May 10, 2024

SELL
$52.35 - $57.03 $5,077 - $5,531
-97 Reduced 19.28%
406 $23.2 Million
Q4 2023

Feb 07, 2024

BUY
$44.98 - $56.11 $22,624 - $28,223
503 New
503 $27.9 Million

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.