Sowell Financial Services LLC Schwab Fundamental U S Small C Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sowell Financial Services LLC holds 114,516 shares of FNDA stock, worth $3.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

114,516

Previous 113,353 1.03%

Holding current value

$3.5 Million

Previous $3.25 Million 9.89%

% of portfolio

0.15%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$28.75 - $31.93 $33,436 - $37,134	1,163 Added 1.03%	114,516 $3.57 Million
Q2 2025 Jul 11, 2025	SELL	$23.85 - $28.69 $25,376 - $30,526	-1,064 Reduced 0.93%	113,353 $3.25 Million
Q1 2025 Apr 17, 2025	SELL	$26.87 - $30.99 $3,197 - $3,687	-119 Reduced 0.1%	114,417 $3.13 Million
Q4 2024 Feb 07, 2025	BUY	$29.26 - $59.11 $1.9 Million - $3.83 Million	64,803 Added 130.3%	114,536 $3.4 Million
Q3 2024 Oct 04, 2024	SELL	$54.26 - $60.01 $3,418 - $3,780	-63 Reduced 0.13%	49,733 $2.96 Million
Q2 2024 Aug 13, 2024	SELL	$52.82 - $57.21 $128,827 - $139,535	-2,439 Reduced 4.67%	49,796 $2.73 Million
Q1 2024 May 03, 2024	BUY	$52.35 - $57.03 $19,003 - $20,701	363 Added 0.7%	52,235 $2.98 Million
Q4 2023 Jan 24, 2024	BUY	$44.98 - $56.11 $2.33 Million - $2.91 Million	51,872 New	51,872 $2.87 Million
Q2 2023 Aug 14, 2023	BUY	$46.06 - $50.45 $2.52 Million - $2.76 Million	54,787 New	54,787 $2.76 Million

Others Institutions Holding FNDA

# of Institutions

467

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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Sowell Financial Services LLC Schwab Fundamental U S Small C Transaction History