Stephens Inc Schwab Fundamental U S Small C Transaction History

Stephens Inc

  • $6.94 Billion
  • Q2 2025

A detailed history of Stephens Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Stephens Inc holds 22,726 shares of FNDA stock, worth $709,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,726
Previous 20,994 8.25%
Holding current value
$709,732
Previous $575,000 13.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 29, 2025
BUY
$23.85 - $28.69 $41,308 - $49,691
1,732 Added 8.25%
22,726 $651,000
Q1 2025

May 01, 2025
BUY
$26.87 - $30.99 $69,432 - $80,078
2,584 Added 14.04%
20,994 $575,000
Q4 2024

Jan 28, 2025
BUY
$29.26 - $59.11 $302,987 - $612,084
10,355 Added 128.55%
18,410 $546,000
Q3 2024

Oct 28, 2024
BUY
$54.26 - $60.01 $124,418 - $137,602
2,293 Added 39.8%
8,055 $479,000
Q2 2024

Aug 06, 2024
BUY
$52.82 - $57.21 $47,960 - $51,946
908 Added 18.71%
5,762 $316,000
Q1 2024

May 15, 2024
BUY
$52.35 - $57.03 $254,106 - $276,823
4,854 New
4,854 $276,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
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
Track This Portfolio

Track Stephens Inc Portfolio

Follow Stephens 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 Stephens Inc , based on Form 13F filings with the SEC.

News

Stay updated on Stephens Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email