Silver Oak Securities, Inc Schwab Fundamental U S Small C Transaction History

Silver Oak Securities, Inc

  • $633 Million
  • Q2 2024

A detailed history of Silver Oak Securities, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 9,609 shares of FNDA stock, worth $570,966. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,609
Previous 9,028 6.44%
Holding current value
$570,966
Previous $514,000 2.53%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 12, 2024
BUY
$52.82 - $57.21 $30,688 - $33,239
581 Added 6.44%
9,609 $527,000
Q1 2024

May 10, 2024
SELL
$52.35 - $57.03 $135,638 - $147,764
-2,591 Reduced 22.3%
9,028 $514,000
Q4 2023

Feb 05, 2024
BUY
$44.98 - $56.11 $222,336 - $277,351
4,943 Added 74.04%
11,619 $643,000
Q3 2023

Nov 20, 2023
BUY
$47.76 - $53.58 $37,634 - $42,221
788 Added 13.38%
6,676 $323,000
Q2 2023

Aug 02, 2023
BUY
$46.06 - $50.45 $271,201 - $297,049
5,888 New
5,888 $297,000
Q3 2022

Oct 23, 2023
BUY
$42.52 - $52.23 $33,505 - $41,157
788 Added 13.38%
6,676 $0

Others Institutions Holding FNDA

# of Institutions
407
Shares Held
120M
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
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