Total Investment Management Inc Schwab Fundamental U S Small C Transaction History

Total Investment Management Inc

  • $762 Million
  • Q1 2025

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 06, 2021
SELL
$50.53 - $56.06 $1.15 Million - $1.28 Million
-22,820 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$42.36 - $53.44 $966,655 - $1.22 Million
22,820 New
22,820 $590,000
Q2 2020

Jul 29, 2020
SELL
$23.69 - $35.9 $540,605 - $819,238
-22,820 Closed
0 $0
Q1 2020

Apr 23, 2020
SELL
$22.56 - $40.75 $18,882 - $34,107
-837 Reduced 3.54%
22,820 $590,000
Q4 2019

Feb 11, 2020
SELL
$36.37 - $40.34 $19,530 - $21,662
-537 Reduced 2.22%
23,657 $952,000
Q3 2019

Oct 28, 2019
BUY
$37.63 - $38.85 $3,988 - $4,118
106 Added 0.44%
24,194 $914,000
Q2 2019

Aug 07, 2019
BUY
N/A
578 Added 2.46%
24,088 $879,000
Q1 2019

May 16, 2019
BUY
N/A
2,862 Added 13.86%
23,510 $869,000
Q4 2018

Feb 08, 2019
BUY
N/A
144 Added 0.7%
20,648 $762,000
Q3 2018

Nov 14, 2018
SELL
N/A
-186 Reduced 0.9%
20,504 $835,000
Q2 2018

Jul 16, 2018
BUY
N/A
21 Added 0.1%
20,690 $826,000
Q1 2018

May 10, 2018
BUY
N/A
2,458 Added 13.5%
20,669 $770,000
Q4 2017

Feb 13, 2018
SELL
N/A
-601 Reduced 3.19%
18,211 $690,000
Q3 2017

Oct 30, 2017
BUY
N/A
18,812
18,812 $682,000

Others Institutions Holding FNDA

# of Institutions
463
Shares Held
248M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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