A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 122 shares of FNDA stock, worth $6,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Previous 122 -0.0%
Holding current value
$6,971
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$44.98 - $56.11 $13,089 - $16,328
-291 Reduced 70.46%
122 $6,000
Q3 2023

Nov 14, 2023

BUY
$47.76 - $53.58 $19,724 - $22,128
413 New
413 $20,000
Q4 2022

Feb 24, 2023

BUY
$45.89 - $50.11 $3,579 - $3,908
78 New
78 $3,000
Q2 2022

Aug 22, 2022

SELL
N/A
-113 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
N/A
113 New
113 $6,000
Q2 2019

Aug 08, 2019

SELL
N/A
-279 Closed
0 $0
Q3 2018

Nov 06, 2018

BUY
N/A
279 New
279 $11,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.