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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 28,065 shares of FNDA stock, worth $835,775. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,065
Previous 23,017 21.93%
Holding current value
$835,775
Previous $1.26 Million 32.2%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$54.26 - $60.01 $273,904 - $302,930
5,048 Added 21.93%
28,065 $1.67 Million
Q2 2024

Jul 15, 2024
BUY
$52.82 - $57.21 $19,596 - $21,224
371 Added 1.64%
23,017 $1.26 Million
Q1 2024

Apr 30, 2024
BUY
$52.35 - $57.03 $34,341 - $37,411
656 Added 2.98%
22,646 $1.29 Million
Q4 2023

Jan 25, 2024
BUY
$44.98 - $56.11 $120,681 - $150,543
2,683 Added 13.9%
21,990 $1.22 Million
Q3 2023

Nov 08, 2023
BUY
$47.76 - $53.58 $32,620 - $36,595
683 Added 3.67%
19,307 $936,000
Q2 2023

Aug 08, 2023
BUY
$46.06 - $50.45 $562,853 - $616,499
12,220 Added 190.82%
18,624 $939,000
Q1 2023

Apr 24, 2023
BUY
$46.21 - $53.63 $86,412 - $100,288
1,870 Added 41.24%
6,404 $311,000
Q4 2022

Feb 10, 2023
SELL
$43.53 - $50.11 $1,349 - $1,553
-31 Reduced 0.68%
4,534 $211,000
Q4 2022

Jan 17, 2023
BUY
$43.53 - $50.11 $198,714 - $228,752
4,565 New
4,565 $0

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email