Steele Capital Management, Inc. Schwab Fundamental U S Small C Transaction History

Steele Capital Management, Inc.

  • $2.25 Trillion
  • Q3 2025

A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,965,455 shares of FNDA stock, worth $59.7 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
1,965,455
Previous 2,039,901 3.65%
Holding current value
$59.7 Million
Previous $58.4 Billion 4.79%
% of portfolio
2.72%
Previous 2.8%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$28.75 - $31.93 $2.14 Million - $2.38 Million
-74,446 Reduced 3.65%
1,965,455 $61.2 Billion
Q2 2025

Jul 22, 2025
SELL
$23.85 - $28.69 $1.11 Million - $1.33 Million
-46,420 Reduced 2.22%
2,039,901 $58.4 Billion
Q1 2025

Apr 16, 2025
BUY
$26.87 - $30.99 $608,363 - $701,644
22,641 Added 1.1%
2,086,321 $57.1 Billion
Q4 2024

Jan 31, 2025
BUY
$29.26 - $59.11 $31.1 Million - $62.7 Million
1,061,299 Added 105.88%
2,063,680 $61.3 Billion
Q3 2024

Nov 08, 2024
BUY
$54.26 - $60.01 $1.44 Million - $1.59 Million
26,525 Added 2.72%
1,002,381 $59.7 Billion
Q2 2024

Jul 16, 2024
BUY
$52.82 - $57.21 $1.78 Million - $1.93 Million
33,766 Added 3.58%
975,856 $53.8 Billion
Q1 2024

Apr 18, 2024
BUY
$52.35 - $57.03 $1.71 Million - $1.86 Million
32,635 Added 3.59%
942,090 $53.7 Billion
Q4 2023

Feb 05, 2024
BUY
$44.98 - $56.11 $40.9 Million - $51 Million
909,455 New
909,455 $50.3 Billion

Others Institutions Holding FNDA

# of Institutions
501
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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  • Ticker FNDA
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