Wade Financial Advisory, Inc Schwab Fundamental U S Small C Transaction History

Wade Financial Advisory, Inc

  • $292 Million
  • Q1 2025

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 13,988 shares of FNDA stock, worth $436,845. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,988
Previous 13,988 -0.0%
Holding current value
$436,845
Previous $415,000 7.71%
% of portfolio
0.13%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$29.26 - $59.11 $204,644 - $413,415
6,994 Added 100.0%
13,988 $415,000
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

# of Institutions
464
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
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More about FNDA
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