A detailed history of Wade Financial Advisory, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 6,994 shares of FNDA stock, worth $215,834. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,994
Previous 6,994 -0.0%
Holding current value
$215,834
Previous $384,000 8.33%
% of portfolio
0.14%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$52.35 - $57.03 $107,579 - $117,196
-2,055 Reduced 22.71%
6,994 $398,000
Q3 2023

Oct 10, 2023

SELL
$47.76 - $53.58 $6,208 - $6,965
-130 Reduced 1.42%
9,049 $438,000
Q4 2022

Jan 12, 2023

BUY
$43.53 - $50.11 $9,924 - $11,425
228 Added 2.55%
9,179 $0
Q3 2022

Oct 26, 2022

SELL
$42.52 - $52.23 $294,578 - $361,849
-6,928 Reduced 43.63%
8,951 $381,000
Q2 2022

Aug 05, 2022

BUY
$44.28 - $53.81 $427,611 - $519,643
9,657 Added 155.21%
15,879 $719,000
Q1 2022

Apr 21, 2022

BUY
$50.55 - $56.5 $11,121 - $12,430
220 Added 3.67%
6,222 $333,000
Q1 2021

Apr 14, 2021

SELL
$42.36 - $53.44 $4,659 - $5,878
-110 Reduced 1.8%
6,002 $304,000
Q3 2020

Nov 03, 2020

BUY
$30.58 - $35.51 $186,904 - $217,037
6,112 New
6,112 $202,000
Q1 2020

Apr 27, 2020

SELL
$22.56 - $40.75 $195,324 - $352,813
-8,658 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$36.37 - $40.34 $314,891 - $349,263
8,658 New
8,658 $348,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Wade Financial Advisory, Inc Portfolio

Follow Wade Financial Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.