Zrc Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Zrc Wealth Management, LLC

  • $231 Billion
  • Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 95 shares of FNDA stock, worth $2,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95
Previous 95 -0.0%
Holding current value
$2,622
Previous $2.81 Million 7.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
$29.26 - $59.11 $1,404 - $2,837
48 Added 102.13%
95 $2.81 Million
Q3 2023

Oct 10, 2023
SELL
$47.76 - $53.58 $859 - $964
-18 Reduced 27.69%
47 $2.28 Million
Q2 2023

Jul 06, 2023
BUY
$46.06 - $50.45 $2,993 - $3,279
65 New
65 $3.28 Million

Others Institutions Holding FNDA

# of Institutions
455
Shares Held
247M
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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