Sonora Investment Management Group, LLC Schwab Fundamental U S Small C Transaction History

Sonora Investment Management Group, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 7,283 shares of FNDA stock, worth $213,537. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,283
Previous 8,602 15.33%
Holding current value
$213,537
Previous $235,000 11.49%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$23.85 - $28.69 $31,458 - $37,842
-1,319 Reduced 15.33%
7,283 $208,000
Q1 2025

Apr 15, 2025
SELL
$26.87 - $30.99 $13,005 - $14,999
-484 Reduced 5.33%
8,602 $235,000
Q4 2024

Jan 23, 2025
BUY
$29.26 - $59.11 $265,856 - $537,073
9,086 New
9,086 $269,000
Q4 2022

Feb 13, 2023
BUY
$43.53 - $50.11 $338,141 - $389,254
7,768 New
7,768 $362,000

Others Institutions Holding FNDA

# of Institutions
463
Shares Held
248M
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
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