Your Advocates Ltd., LLP Schwab Fundamental U S Small C Transaction History

Your Advocates Ltd., LLP

$199 Million
Q1 2025

A detailed history of Your Advocates Ltd., LLP transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 194,871 shares of FNDA stock, worth $5.45 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

194,871

Previous 188,389 3.44%

Holding current value

$5.45 Million

Previous $5.6 Million 4.61%

% of portfolio

2.68%

Previous 2.96%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$26.87 - $30.99 $174,171 - $200,877	6,482 Added 3.44%	194,871 $5.34 Million
Q4 2024 Feb 03, 2025	BUY	$29.26 - $59.11 $2.79 Million - $5.64 Million	95,373 Added 102.53%	188,389 $5.6 Million
Q3 2024 Oct 25, 2024	BUY	$54.26 - $60.01 $8,139 - $9,001	150 Added 0.16%	93,016 $5.54 Million
Q2 2024 Jul 29, 2024	BUY	$52.82 - $57.21 $469,992 - $509,054	8,898 Added 10.6%	92,866 $5.1 Million
Q1 2024 Apr 30, 2024	SELL	$52.35 - $57.03 $439,792 - $479,109	-8,401 Reduced 9.1%	83,968 $4.79 Million
Q4 2023 Feb 07, 2024	SELL	$44.98 - $56.11 $260,794 - $325,325	-5,798 Reduced 5.91%	92,369 $5.11 Million
Q3 2023 Nov 02, 2023	SELL	$47.76 - $53.58 $151,112 - $169,527	-3,164 Reduced 3.12%	98,167 $4.76 Million
Q2 2023 Jul 31, 2023	SELL	$46.06 - $50.45 $211,829 - $232,019	-4,599 Reduced 4.34%	101,331 $5.11 Million
Q1 2023 Apr 28, 2023	BUY	$46.21 - $53.63 $38,585 - $44,781	835 Added 0.79%	105,930 $5.16 Million
Q4 2022 Jan 27, 2023	BUY	$43.53 - $50.11 $1.63 Million - $1.88 Million	37,431 Added 55.32%	105,095 $4.91 Million
Q3 2022 Nov 08, 2022	BUY	$42.52 - $52.23 $736,446 - $904,623	17,320 Added 34.4%	67,664 $2.88 Million
Q2 2022 Aug 11, 2022	SELL	$44.28 - $53.81 $481,456 - $585,076	-10,873 Reduced 17.76%	50,344 $2.28 Million
Q1 2022 Apr 26, 2022	SELL	$50.55 - $56.5 $86,238 - $96,389	-1,706 Reduced 2.71%	61,217 $3.27 Million
Q4 2021 Jan 21, 2022	SELL	$52.31 - $57.77 $43,731 - $48,295	-836 Reduced 1.31%	62,923 $3.5 Million
Q3 2021 Nov 05, 2021	BUY	$50.41 - $54.9 $12,047 - $13,121	239 Added 0.38%	63,759 $3.36 Million
Q2 2021 Jul 29, 2021	SELL	$50.53 - $56.06 $1.42 Million - $1.58 Million	-28,110 Reduced 30.68%	63,520 $3.46 Million
Q1 2021 Apr 29, 2021	SELL	$42.36 - $53.44 $3.84 Million - $4.85 Million	-90,694 Reduced 49.74%	91,630 $4.64 Million
Q4 2020 Jan 29, 2021	BUY	$33.5 - $43.02 $52,863 - $67,885	1,578 Added 0.87%	182,324 $7.83 Million
Q3 2020 Nov 09, 2020	BUY	$30.58 - $35.51 $2.15 Million - $2.5 Million	70,368 Added 63.75%	180,746 $5.97 Million
Q2 2020 Jul 22, 2020	SELL	$23.69 - $35.9 $5.16 Million - $7.82 Million	-217,888 Reduced 66.38%	110,378 $34,000
Q1 2020 Apr 27, 2020	BUY	$22.56 - $40.75 $6.3 Million - $11.4 Million	279,415 Added 571.97%	328,266 $8.49 Million
Q4 2019 Jan 24, 2020	BUY	$36.37 - $40.34 $1.78 Million - $1.97 Million	48,851 New	48,851 $1.97 Million

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Your Advocates Ltd., LLP, based on Form 13F filings with the SEC.

News

Stay updated on Your Advocates Ltd., LLP with notifications on news.

Account

Your Advocates Ltd., LLP Schwab Fundamental U S Small C Transaction History