Steward Partners Investment Advisory, LLC Schwab Fundamental Intl Small Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 175 shares of FNDC stock, worth $7,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 164 6.71%
Holding current value
$7,360
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$33.34 - $37.44 $366 - $411
11 Added 6.71%
175 $6,000
Q4 2024

Feb 06, 2025
BUY
$33.92 - $38.03 $1,729 - $1,939
51 Added 45.13%
164 $5,000
Q3 2024

Nov 14, 2024
SELL
$33.85 - $38.5 $16,552 - $18,826
-489 Reduced 81.23%
113 $4,000
Q1 2024

May 15, 2024
BUY
$33.21 - $35.58 $12,752 - $13,662
384 Added 176.15%
602 $21,000
Q4 2022

Feb 15, 2023
BUY
$26.94 - $32.1 $2,236 - $2,664
83 Added 61.48%
218 $6,000
Q2 2022

Aug 04, 2022
BUY
$30.1 - $35.8 $90 - $107
3 Added 2.27%
135 $4,000
Q1 2022

May 02, 2022
BUY
$33.24 - $38.0 $997 - $1,140
30 Added 29.41%
132 $5,000
Q1 2021

May 14, 2021
SELL
$34.77 - $38.23 $5,771 - $6,346
-166 Reduced 61.94%
102 $0
Q3 2020

Oct 30, 2020
BUY
$27.57 - $30.61 $2,812 - $3,122
102 Added 61.45%
268 $8,000
Q1 2020

Apr 29, 2020
SELL
$20.56 - $33.46 $164 - $267
-8 Reduced 4.6%
166 $3,000
Q2 2019

Jul 25, 2019
BUY
N/A
174 New
174 $5,000
Q4 2018

Jan 15, 2019
SELL
N/A
-166 Closed
0 $0
Q2 2017

Nov 22, 2017
BUY
N/A
47 Added 39.5%
166 $5,000
Q1 2017

Nov 22, 2017
BUY
N/A
119
119 $3,000

Others Institutions Holding FNDC

# of Institutions
265
Shares Held
57.3M
Call Options Held
3.5K
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

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