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

Your Advocates Ltd., LLP

$210 Million
Q2 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 202,920 shares of FNDA stock, worth $6.34 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

202,920

Previous 194,871 4.13%

Holding current value

$6.34 Million

Previous $5.34 Million 8.92%

% of portfolio

2.77%

Previous 2.68%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$23.85 - $28.69 $191,968 - $230,925	8,049 Added 4.13%	202,920 $5.81 Million
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

465

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

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