Werba Rubin Papier Wealth Management Schwab Fundamental U S Small C Transaction History

Werba Rubin Papier Wealth Management

  • $424 Billion
  • Q4 2024

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 18,163 shares of FNDA stock, worth $543,618. This represents 0.13% of its overall portfolio holdings.

Number of Shares
18,163
Previous 9,082 99.99%
Holding current value
$543,618
Previous $541 Million 0.29%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 31, 2025
BUY
$29.26 - $59.11 $265,710 - $536,777
9,081 Added 99.99%
18,163 $539 Million
Q2 2023

Jul 24, 2023
BUY
$46.06 - $50.45 $783 - $857
17 Added 0.19%
9,082 $458 Million
Q1 2023

Apr 26, 2023
BUY
$46.21 - $53.63 $600 - $697
13 Added 0.14%
9,065 $441 Million
Q4 2022

Mar 28, 2023
BUY
$43.53 - $50.11 $394,033 - $453,595
9,052 New
9,052 $423 Million

Others Institutions Holding FNDA

# of Institutions
451
Shares Held
237M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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