Strategic Advisors LLC Schwab Fundamental U S Small C Transaction History

Strategic Advisors LLC

  • $545 Million
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 30, 2020
SELL
$22.56 - $40.75 $948,625 - $1.71 Million
-42,049 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$36.37 - $40.34 $63,247 - $70,151
-1,739 Reduced 3.97%
42,049 $1.69 Million
Q3 2019

Oct 17, 2019
SELL
$37.63 - $38.85 $2.32 Million - $2.39 Million
-61,589 Reduced 58.45%
43,788 $1.65 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-1,431 Reduced 1.34%
105,377 $3.97 Million
Q1 2019

Apr 15, 2019
BUY
N/A
6,208 Added 6.17%
106,808 $3.98 Million
Q4 2018

Jan 24, 2019
BUY
N/A
8,067 Added 8.72%
100,600 $3.3 Million
Q3 2018

Oct 18, 2018
BUY
N/A
6,783 Added 7.91%
92,533 $3.77 Million
Q2 2018

Jul 30, 2018
BUY
N/A
5,160 Added 6.4%
85,750 $3.42 Million
Q1 2018

Apr 19, 2018
BUY
N/A
3,388 Added 4.39%
80,590 $3 Million
Q4 2017

Jan 16, 2018
BUY
N/A
3,525 Added 4.78%
77,202 $2.93 Million
Q3 2017

Nov 13, 2017
BUY
N/A
3,242 Added 4.6%
73,677 $2.67 Million
Q2 2017

Aug 10, 2017
BUY
N/A
70,435
70,435 $2.45 Million

Others Institutions Holding FNDA

# of Institutions
472
Shares Held
245M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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