Verum Partners LLC Schwab Fundamental U S Small C Transaction History

Verum Partners LLC

  • $434 Billion
  • Q2 2025

A detailed history of Verum Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Verum Partners LLC holds 133,143 shares of FNDA stock, worth $3.97 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
133,143
Previous 163,308 18.47%
Holding current value
$3.97 Million
Previous $4.47 Billion 14.72%
% of portfolio
0.88%
Previous 1.21%

Shares

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

Jul 15, 2025
SELL
$23.85 - $28.69 $719,435 - $865,433
-30,165 Reduced 18.47%
133,143 $3.81 Billion
Q1 2025

Apr 11, 2025
SELL
$26.87 - $30.99 $474,148 - $546,849
-17,646 Reduced 9.75%
163,308 $4.47 Billion
Q4 2024

Jan 17, 2025
BUY
$29.26 - $59.11 $2.55 Million - $5.15 Million
87,151 Added 92.91%
180,954 $5.37 Billion
Q3 2024

Oct 16, 2024
SELL
$54.26 - $60.01 $112,915 - $124,880
-2,081 Reduced 2.17%
93,803 $5.59 Billion
Q2 2024

Jul 15, 2024
SELL
$52.82 - $57.21 $395,991 - $428,903
-7,497 Reduced 7.25%
95,884 $5.27 Billion
Q1 2024

Apr 18, 2024
BUY
$52.35 - $57.03 $1.59 Million - $1.74 Million
30,426 Added 41.71%
103,381 $5.9 Billion
Q4 2023

Jan 18, 2024
BUY
$44.98 - $56.11 $897,485 - $1.12 Million
19,953 Added 37.65%
72,955 $4.04 Billion
Q3 2023

Oct 10, 2023
BUY
$47.76 - $53.58 $117,489 - $131,806
2,460 Added 4.87%
53,002 $2.57 Billion
Q2 2023

Jul 24, 2023
SELL
$46.06 - $50.45 $256,277 - $280,703
-5,564 Reduced 9.92%
50,542 $2.55 Billion
Q1 2023

Apr 13, 2023
BUY
$46.21 - $53.63 $293,202 - $340,282
6,345 Added 12.75%
56,106 $2.73 Billion
Q4 2022

Jan 25, 2023
BUY
$43.53 - $50.11 $2.17 Million - $2.49 Million
49,761 New
49,761 $2.32 Billion

Others Institutions Holding FNDA

# of Institutions
457
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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