Riverpoint Wealth Management Holdings, LLC Schwab Fundamental U S Small C Transaction History

Riverpoint Wealth Management Holdings, LLC

  • $425 Million
  • Q2 2025

A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 1,106,829 shares of FNDA stock, worth $34.6 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares
1,106,829
Previous 1,068,884 3.55%
Holding current value
$34.6 Million
Previous $29.3 Million 8.31%
% of portfolio
7.47%
Previous 7.57%

Shares

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

Jul 25, 2025
BUY
$23.85 - $28.69 $904,988 - $1.09 Million
37,945 Added 3.55%
1,106,829 $31.7 Million
Q1 2025

May 05, 2025
BUY
$26.87 - $30.99 $758,137 - $874,382
28,215 Added 2.71%
1,068,884 $29.3 Million
Q4 2024

Feb 04, 2025
BUY
$29.26 - $59.11 $15.1 Million - $30.5 Million
516,043 Added 98.36%
1,040,669 $30.9 Million
Q3 2024

Nov 04, 2024
BUY
$54.26 - $60.01 $307,437 - $340,016
5,666 Added 1.09%
524,626 $31.3 Million
Q2 2024

Jul 31, 2024
BUY
$52.82 - $57.21 $66,922 - $72,485
1,267 Added 0.24%
518,960 $28.5 Million
Q1 2024

May 03, 2024
BUY
$52.35 - $57.03 $82,451 - $89,822
1,575 Added 0.31%
517,693 $29.5 Million
Q4 2023

Feb 05, 2024
BUY
$44.98 - $56.11 $779,278 - $972,105
17,325 Added 3.47%
516,118 $28.6 Million
Q3 2023

Nov 06, 2023
BUY
$47.76 - $53.58 $95,520 - $107,160
2,000 Added 0.4%
498,793 $24.2 Million
Q2 2023

Aug 07, 2023
BUY
$46.06 - $50.45 $578,697 - $633,853
12,564 Added 2.59%
496,793 $25.1 Million
Q1 2023

May 05, 2023
BUY
$46.21 - $53.63 $364,181 - $422,658
7,881 Added 1.65%
484,229 $23.6 Million
Q4 2022

Feb 07, 2023
BUY
$43.53 - $50.11 $95,374 - $109,791
2,191 Added 0.46%
476,348 $22.3 Million
Q3 2022

Nov 02, 2022
BUY
$42.52 - $52.23 $337,736 - $414,862
7,943 Added 1.7%
474,157 $20.2 Million
Q2 2022

Aug 03, 2022
BUY
$44.28 - $53.81 $361,546 - $439,358
8,165 Added 1.78%
466,214 $21.1 Million
Q1 2022

May 04, 2022
BUY
$50.55 - $56.5 $925,621 - $1.03 Million
18,311 Added 4.16%
458,049 $24.5 Million
Q4 2021

Feb 11, 2022
BUY
$52.31 - $57.77 $87,828 - $96,995
1,679 Added 0.38%
439,738 $24.5 Million
Q3 2021

Nov 15, 2021
BUY
$50.41 - $54.9 $486,910 - $530,279
9,659 Added 2.25%
438,059 $23.1 Million
Q2 2021

Aug 10, 2021
SELL
$50.53 - $56.06 $388,828 - $431,381
-7,695 Reduced 1.76%
428,400 $23.3 Million
Q1 2021

May 04, 2021
SELL
$42.36 - $53.44 $742,824 - $937,123
-17,536 Reduced 3.87%
436,095 $22.1 Million
Q4 2020

Feb 23, 2021
BUY
$33.5 - $43.02 $216,644 - $278,210
6,467 Added 1.45%
453,631 $19.5 Million
Q3 2020

Nov 10, 2020
BUY
$30.58 - $35.51 $314,148 - $364,794
10,273 Added 2.35%
447,164 $14.8 Million
Q2 2020

Aug 03, 2020
BUY
$23.69 - $35.9 $3.3 Million - $5 Million
139,152 Added 46.74%
436,891 $13.9 Million
Q1 2020

May 11, 2020
BUY
$22.56 - $40.75 $464,352 - $838,757
20,583 Added 7.43%
297,739 $7.7 Million
Q4 2019

Feb 18, 2020
BUY
$36.37 - $40.34 $560,025 - $621,155
15,398 Added 5.88%
277,156 $11.2 Million
Q3 2019

Oct 30, 2019
BUY
$37.63 - $38.85 $552,822 - $570,745
14,691 Added 5.95%
261,758 $9.88 Million
Q2 2019

Aug 12, 2019
BUY
N/A
10,730 Added 4.54%
247,067 $9.31 Million
Q1 2019

May 14, 2019
BUY
N/A
40,405 Added 20.62%
236,337 $8.8 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-73,634 Reduced 27.32%
195,932 $6.43 Million
Q3 2018

Nov 01, 2018
BUY
N/A
9,402 Added 3.61%
269,566 $11 Million
Q2 2018

Jul 27, 2018
BUY
N/A
10,598 Added 4.25%
260,164 $10.4 Million
Q1 2018

Apr 27, 2018
BUY
N/A
22,340 Added 9.83%
249,566 $9.29 Million
Q4 2017

Feb 13, 2018
BUY
N/A
11,764 Added 5.46%
227,226 $8.62 Million
Q3 2017

Nov 13, 2017
BUY
N/A
5,163 Added 2.46%
215,462 $7.87 Million
Q2 2017

Aug 07, 2017
BUY
N/A
210,299
210,299 $7.26 Million

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

FNDA Quotes by TradingView
  • Ticker FNDA
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