United Capital Financial Advisers, LLC Schwab Fundamental U S Small C Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Aug 14, 2023
BUY
$46.21 - $53.63 $280,771 - $325,855
6,076 New
6,076 $295,000
Q1 2023

May 15, 2023
SELL
$46.21 - $53.63 $92,697 - $107,581
-2,006 Reduced 24.82%
6,076 $295,000
Q4 2022

Feb 14, 2023
SELL
$43.53 - $50.11 $61,246 - $70,504
-1,407 Reduced 14.83%
8,082 $377,000
Q3 2022

Nov 14, 2022
BUY
$42.52 - $52.23 $113,103 - $138,931
2,660 Added 38.95%
9,489 $403,000
Q2 2022

Aug 11, 2022
BUY
$44.28 - $53.81 $5,667 - $6,887
128 Added 1.91%
6,829 $309,000
Q1 2022

May 16, 2022
SELL
$50.55 - $56.5 $120,056 - $134,187
-2,375 Reduced 26.17%
6,701 $358,000
Q4 2021

Feb 14, 2022
BUY
$52.31 - $57.77 $34,995 - $38,648
669 Added 7.96%
9,076 $505,000
Q3 2021

Nov 15, 2021
BUY
$50.41 - $54.9 $51,871 - $56,492
1,029 Added 13.95%
8,407 $443,000
Q2 2021

Aug 13, 2021
BUY
$50.53 - $56.06 $16,119 - $17,883
319 Added 4.52%
7,378 $401,000
Q1 2021

May 14, 2021
BUY
$42.36 - $53.44 $22,916 - $28,911
541 Added 8.3%
7,059 $358,000
Q4 2020

Feb 17, 2021
BUY
$33.5 - $43.02 $218,353 - $280,404
6,518 New
6,518 $280,000
Q2 2020

Aug 13, 2020
SELL
$23.69 - $35.9 $2.51 Million - $3.8 Million
-105,806 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$22.56 - $40.75 $26,665 - $48,166
-1,182 Reduced 1.1%
105,806 $2.74 Million
Q4 2019

Feb 14, 2020
SELL
$36.37 - $40.34 $31,969 - $35,458
-879 Reduced 0.81%
106,988 $4.31 Million
Q3 2019

Nov 14, 2019
BUY
$37.63 - $38.85 $35,710 - $36,868
949 Added 0.89%
107,867 $4.07 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-59,084 Reduced 35.59%
106,918 $4.03 Million
Q1 2019

May 14, 2019
BUY
N/A
14,771 Added 9.77%
166,002 $6.18 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-3,222 Reduced 2.09%
151,231 $4.97 Million
Q3 2018

Nov 14, 2018
BUY
N/A
10,188 Added 7.06%
154,453 $6.29 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-13,841 Reduced 8.75%
144,265 $5.76 Million
Q1 2018

May 15, 2018
SELL
N/A
-49,865 Reduced 23.98%
158,106 $5.89 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-8,054 Reduced 3.73%
207,971 $7.88 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-2,653 Reduced 1.21%
216,025 $7.84 Million
Q2 2017

Aug 14, 2017
BUY
N/A
218,678
218,678 $7.6 Million

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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