Smith, Salley & Associates Schwab Fundamental U S Small C Transaction History

Smith, Salley & Associates

  • $1.48 Billion
  • Q3 2024

A detailed history of Smith, Salley & Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Smith, Salley & Associates holds 7,806 shares of FNDA stock, worth $232,462. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,806
Previous 4,566 70.96%
Holding current value
$232,462
Previous $250,000 86.0%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 24, 2024
BUY
$54.26 - $60.01 $175,802 - $194,432
3,240 Added 70.96%
7,806 $465,000
Q2 2024

Jul 29, 2024
SELL
$52.82 - $57.21 $23,663 - $25,630
-448 Reduced 8.93%
4,566 $250,000
Q1 2024

May 02, 2024
BUY
$52.35 - $57.03 $17,851 - $19,447
341 Added 7.3%
5,014 $285,000
Q4 2023

Jan 24, 2024
BUY
$44.98 - $56.11 $6,162 - $7,687
137 Added 3.02%
4,673 $258,000
Q1 2023

May 03, 2023
BUY
$46.21 - $53.63 $209,608 - $243,265
4,536 New
4,536 $220,000

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
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