Signature Estate & Investment Advisors LLC Schwab Fundamental U S Small C Transaction History

Signature Estate & Investment Advisors LLC

  • $3.53 Billion
  • Q1 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 25,801 shares of FNDA stock, worth $1.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,801
Previous 23,512 9.74%
Holding current value
$1.4 Million
Previous $1.3 Million 13.07%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$52.35 - $57.03 $119,829 - $130,541
2,289 Added 9.74%
25,801 $1.47 Million
Q4 2023

Jan 26, 2024
BUY
$44.98 - $56.11 $24,019 - $29,962
534 Added 2.32%
23,512 $1.3 Million
Q3 2023

Oct 25, 2023
SELL
$47.76 - $53.58 $16,333 - $18,324
-342 Reduced 1.47%
22,978 $1.11 Million
Q2 2023

Jul 19, 2023
SELL
$46.06 - $50.45 $26,530 - $29,059
-576 Reduced 2.41%
23,320 $1.18 Million
Q1 2023

May 03, 2023
SELL
$46.21 - $53.63 $75,229 - $87,309
-1,628 Reduced 6.38%
23,896 $1.16 Million
Q4 2022

Jan 11, 2023
SELL
$45.89 - $50.11 $108,942 - $118,961
-2,374 Reduced 8.51%
25,524 $1.19 Million
Q3 2022

Oct 20, 2022
BUY
N/A
60 Added 0.22%
27,898 $1.19 Million
Q2 2022

Jul 13, 2022
BUY
N/A
830 Added 3.07%
27,838 $1.26 Million
Q1 2022

Apr 19, 2022
BUY
N/A
353 Added 1.32%
27,008 $1.44 Million
Q4 2021

Jan 20, 2022
BUY
N/A
439 Added 1.67%
26,655 $1.48 Million
Q3 2021

Oct 12, 2021
BUY
N/A
2,514 Added 10.61%
26,216 $1.38 Million
Q2 2021

Jul 16, 2021
BUY
N/A
311 Added 1.33%
23,702 $1.29 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-1,514 Reduced 6.08%
23,391 $1.19 Million
Q4 2020

Jan 13, 2021
SELL
N/A
-25 Reduced 0.1%
24,905 $1.07 Million
Q3 2020

Oct 13, 2020
BUY
N/A
24,930 New
24,930 $824,000

Others Institutions Holding FNDA

# of Institutions
386
Shares Held
120M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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