Ethos Financial Group, LLC Schwab Fundamental U S Small C Transaction History

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 29,075 shares of FNDA stock, worth $883,007. This represents 0.07% of its overall portfolio holdings.

Number of Shares
29,075
Previous 53,781 45.94%
Holding current value
$883,007
Previous $1.68 Million 47.28%
% of portfolio
0.07%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$29.85 - $31.55 $737,474 - $779,474
-24,706 Reduced 45.94%
29,075 $883,000
Q3 2025

Oct 23, 2025
SELL
$28.75 - $31.93 $123,050 - $136,660
-4,280 Reduced 7.37%
53,781 $1.68 Million
Q2 2025

Aug 06, 2025
BUY
$23.85 - $28.69 $71,073 - $85,496
2,980 Added 5.41%
58,061 $1.66 Million
Q1 2025

May 13, 2025
BUY
$26.87 - $30.99 $1.48 Million - $1.71 Million
55,081 New
55,081 $1.51 Million

Others Institutions Holding FNDA

# of Institutions
500
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
  • Sector ETFs
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