Sebold Capital Management, Inc. Schwab Fundamental U S Small C Transaction History

Sebold Capital Management, Inc.

$149 Billion
Q4 2024

A detailed history of Sebold Capital Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sebold Capital Management, Inc. holds 150,410 shares of FNDA stock, worth $4.16 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

150,410

Previous 74,745 101.23%

Holding current value

$4.16 Million

Previous $4.45 Billion 0.33%

% of portfolio

2.99%

Previous 2.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$29.26 - $59.11 $2.21 Million - $4.47 Million	75,665 Added 101.23%	150,410 $4.47 Billion
Q3 2024 Oct 21, 2024	BUY	$54.26 - $60.01 $15,030 - $16,622	277 Added 0.37%	74,745 $4.45 Billion
Q2 2024 Aug 09, 2024	BUY	$52.82 - $57.21 $162,210 - $175,691	3,071 Added 4.3%	74,468 $4.09 Billion
Q1 2024 Apr 11, 2024	BUY	$52.35 - $57.03 $291,013 - $317,029	5,559 Added 8.44%	71,397 $4.07 Billion
Q4 2023 Jan 17, 2024	BUY	$44.98 - $56.11 $1.64 Million - $2.05 Million	36,493 Added 124.36%	65,838 $3.64 Billion
Q3 2023 Oct 23, 2023	BUY	$47.76 - $53.58 $5,492 - $6,161	115 Added 0.39%	29,345 $1.42 Billion
Q2 2023 Jul 28, 2023	SELL	$46.06 - $50.45 $148,221 - $162,348	-3,218 Reduced 9.92%	29,230 $1.47 Billion
Q1 2023 May 11, 2023	SELL	$46.21 - $53.63 $46,025 - $53,415	-996 Reduced 2.98%	32,448 $1.58 Billion
Q4 2022 May 11, 2023	BUY	$43.53 - $50.11 $1.46 Million - $1.68 Million	33,444 New	33,444 $1.56 Billion

Others Institutions Holding FNDA

# of Institutions

472

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Sebold Capital Management, Inc. Schwab Fundamental U S Small C Transaction History